Frontier Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Frontier Wealth Management’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
2018 Q4	–	Sell	-10,000	Closed	-$490K	–	388
2018 Q3	$490K	Hold	10,000	–	–	0.05%	233
2018 Q2	$492K	Hold	10,000	–	–	0.07%	218
2018 Q1	$504K	Hold	10,000	–	–	0.07%	229
2017 Q4	$493K	Hold	10,000	–	–	0.08%	212
2017 Q3	$472K	Hold	10,000	–	–	0.07%	237
2017 Q2	$456K	Hold	10,000	–	–	0.07%	237
2017 Q1	$448K	Hold	10,000	–	–	0.07%	238
2016 Q4	$454K	Buy	+10,000	New	+$405K	0.07%	229

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

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

HCMNY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Frontier Wealth Management's IAT Position: Q4 2018 in Review

Frontier Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q4 2018, closing a stake of 10,000 shares — an estimated $490K sold.

Frontier Wealth Management first reported a position in IAT in Q4 2016 and held it in 8 quarters. The position peaked at $504K in Q1 2018. 116 funds tracked by Wall St. Rank hold IAT as of Q4 2018.

Frontier Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q4 2018 after selling out during the quarter.
Frontier Wealth Management sold 10,000 iShares US Regional Banks ETF shares in Q4 2018, an estimated $490K.
Frontier Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 8 quarters.
Frontier Wealth Management's iShares US Regional Banks ETF position peaked at $504K in Q1 2018.
116 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2018.

Based on Frontier Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.