First National Bank of South Miami’s iShares US Regional Banks ETF IAT Stock Holding History

First National Bank of South Miami’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-600	Closed	-$26K	–	288
2019 Q3	$26K	Hold	600	–	–	0.02%	206
2019 Q2	$29K	Hold	600	–	–	0.03%	205
2019 Q1	$26K	Hold	600	–	–	0.02%	210
2018 Q4	$27K	Buy	+600	New	+$27.2K	0.03%	210

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

First National Bank of South Miami's IAT Position: Q4 2019 in Review

First National Bank of South Miami sold out of iShares US Regional Banks ETF (IAT) in Q4 2019, closing a stake of 600 shares — an estimated $26K sold.

First National Bank of South Miami first reported a position in IAT in Q4 2018 and held it in 4 quarters. The position peaked at $29K in Q2 2019. 111 funds tracked by Wall St. Rank hold IAT as of Q4 2019.

First National Bank of South Miami reported no remaining iShares US Regional Banks ETF position as of Q4 2019 after selling out during the quarter.
First National Bank of South Miami sold 600 iShares US Regional Banks ETF shares in Q4 2019, an estimated $26K.
First National Bank of South Miami first reported a position in iShares US Regional Banks ETF in Q4 2018 and held it in 4 quarters.
First National Bank of South Miami's iShares US Regional Banks ETF position peaked at $29K in Q2 2019.
111 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2019.

Based on First National Bank of South Miami's 13F filing for Q4 2019, filed 12 Feb 2020.