Flagship Harbor Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Flagship Harbor Advisors’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
2020 Q4	–	Sell	-230	Closed	-$7K	–	1065
2020 Q3	$7K	Hold	230	–	–	﹤0.01%	1427
2020 Q2	$7K	Hold	230	–	–	﹤0.01%	1473
2020 Q1	$7K	Hold	230	–	–	﹤0.01%	1330
2019 Q4	$12K	Hold	230	–	–	﹤0.01%	1274
2019 Q3	$10K	Hold	230	–	–	﹤0.01%	1289
2019 Q2	$10K	Hold	230	–	–	﹤0.01%	1295
2019 Q1	$9K	Sell	230 -101	-31%	-$4.56K	﹤0.01%	1324
2018 Q4	$13K	Buy	331 +1	+0.3%	+$45	﹤0.01%	1151
2018 Q3	$16K	Hold	330	–	–	﹤0.01%	1201
2018 Q2	$16K	Buy	+330	New	+$16.9K	﹤0.01%	1182

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Flagship Harbor Advisors's IAT Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of iShares US Regional Banks ETF (IAT) in Q4 2020, closing a stake of 230 shares — an estimated $7K sold.

Flagship Harbor Advisors first reported a position in IAT in Q2 2018 and held it in 10 quarters. The position peaked at $16K in Q3 2018. 107 funds tracked by Wall St. Rank hold IAT as of Q4 2020.

Flagship Harbor Advisors reported no remaining iShares US Regional Banks ETF position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 230 iShares US Regional Banks ETF shares in Q4 2020, an estimated $7K.
Flagship Harbor Advisors first reported a position in iShares US Regional Banks ETF in Q2 2018 and held it in 10 quarters.
Flagship Harbor Advisors's iShares US Regional Banks ETF position peaked at $16K in Q3 2018.
107 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.