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

Greytown 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
2017 Q3	–	Sell	-7,303	Closed	-$333K	–	68
2017 Q2	$333K	Hold	7,303	–	–	0.27%	54
2017 Q1	$327K	Hold	7,303	–	–	0.29%	51
2016 Q4	$331K	Buy	+7,303	New	+$296K	0.32%	49

Other funds holding IAT

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

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

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

BCM

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

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

Greytown Advisors's IAT Position: Q3 2017 in Review

Greytown Advisors sold out of iShares US Regional Banks ETF (IAT) in Q3 2017, closing a stake of 7,303 shares — an estimated $333K sold.

Greytown Advisors first reported a position in IAT in Q4 2016 and held it in 3 quarters. The position peaked at $333K in Q2 2017. 103 funds tracked by Wall St. Rank hold IAT as of Q3 2017.

Greytown Advisors reported no remaining iShares US Regional Banks ETF position as of Q3 2017 after selling out during the quarter.
Greytown Advisors sold 7,303 iShares US Regional Banks ETF shares in Q3 2017, an estimated $333K.
Greytown Advisors first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 3 quarters.
Greytown Advisors's iShares US Regional Banks ETF position peaked at $333K in Q2 2017.
103 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2017.

Based on Greytown Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.