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

Fortis 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
2019 Q1	–	Sell	-1,841	Closed	-$73K	–	327
2018 Q4	$73K	Buy	1,841 +27	+1%	+$1.22K	0.04%	190
2018 Q3	$89K	Buy	1,814 +8	+0.4%	+$409	0.05%	166
2018 Q2	$89K	Hold	1,806	–	–	0.05%	161
2018 Q1	$91K	Buy	1,806 +5	+0.3%	+$261	0.05%	142
2017 Q4	$89K	Buy	1,801 +433	+32%	+$20.8K	0.05%	144
2017 Q3	$65K	Buy	+1,368	New	+$61.8K	0.05%	151

Other funds holding IAT

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

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

HCMNY

Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Fortis Advisors's IAT Position: Q1 2019 in Review

Fortis Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2019, closing a stake of 1,841 shares — an estimated $73K sold.

Fortis Advisors first reported a position in IAT in Q3 2017 and held it in 6 quarters. The position peaked at $91K in Q1 2018. 123 funds tracked by Wall St. Rank hold IAT as of Q1 2019.

Fortis Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2019 after selling out during the quarter.
Fortis Advisors sold 1,841 iShares US Regional Banks ETF shares in Q1 2019, an estimated $73K.
Fortis Advisors first reported a position in iShares US Regional Banks ETF in Q3 2017 and held it in 6 quarters.
Fortis Advisors's iShares US Regional Banks ETF position peaked at $91K in Q1 2018.
123 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2019.

Based on Fortis Advisors's 13F filing for Q1 2019, filed 15 May 2019.