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

Heritage Wealth 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
2018
Q4 		– Sell
-310
Closed -$15K – 397
2018
Q3 		$15K Buy
+310
New +$15.8K ﹤0.01% 280

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heritage Wealth Advisors's IAT Position: Q4 2018 in Review

Heritage Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q4 2018, closing a stake of 310 shares — an estimated $15K sold.

Heritage Wealth Advisors first reported a position in IAT in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 116 funds tracked by Wall St. Rank hold IAT as of Q4 2018.

  • Heritage Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q4 2018 after selling out during the quarter.
  • Heritage Wealth Advisors sold 310 iShares US Regional Banks ETF shares in Q4 2018, an estimated $15K.
  • Heritage Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q3 2018 and held it in 1 quarter.
  • Heritage Wealth Advisors's iShares US Regional Banks ETF position peaked at $15K in Q3 2018.
  • 116 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2018.

Based on Heritage Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.