Handelsbanken Fonder’s iShares US Regional Banks ETF IAT Stock Holding History

Handelsbanken Fonder’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 Q2	–	Sell	-10,000	Closed	-$504K	–	215
2018 Q1	$504K	Sell	10,000 -4,000	-29%	-$209K	0.01%	184
2017 Q4	$690K	Sell	14,000 -1,000	-7%	-$48K	0.02%	169
2017 Q3	$708K	Buy	+15,000	New	+$678K	0.02%	171
2017 Q2	–	Sell	-10,000	Closed	-$448K	–	174
2017 Q1	$448K	Buy	+10,000	New	+$462K	0.01%	166

Other funds holding IAT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Handelsbanken Fonder's IAT Position: Q2 2018 in Review

Handelsbanken Fonder sold out of iShares US Regional Banks ETF (IAT) in Q2 2018, closing a stake of 10,000 shares — an estimated $504K sold.

Handelsbanken Fonder first reported a position in IAT in Q1 2017 and held it in 4 quarters. The position peaked at $708K in Q3 2017. 137 funds tracked by Wall St. Rank hold IAT as of Q2 2018.

Handelsbanken Fonder reported no remaining iShares US Regional Banks ETF position as of Q2 2018 after selling out during the quarter.
Handelsbanken Fonder sold 10,000 iShares US Regional Banks ETF shares in Q2 2018, an estimated $504K.
Handelsbanken Fonder first reported a position in iShares US Regional Banks ETF in Q1 2017 and held it in 4 quarters.
Handelsbanken Fonder's iShares US Regional Banks ETF position peaked at $708K in Q3 2017.
137 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2018.

Based on Handelsbanken Fonder's 13F filing for Q2 2018, filed 11 Jul 2018.