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

Horan Capital 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
Q2 		– Sell
-775
Closed -$34K – 148
2019
Q1 		$34K Buy
+775
New +$35K 0.02% 160

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horan Capital Advisors's IAT Position: Q2 2019 in Review

Horan Capital Advisors sold out of iShares US Regional Banks ETF (IAT) in Q2 2019, closing a stake of 775 shares — an estimated $34K sold.

Horan Capital Advisors first reported a position in IAT in Q1 2019 and held it in 1 quarter. The position peaked at $34K in Q1 2019. 115 funds tracked by Wall St. Rank hold IAT as of Q2 2019.

  • Horan Capital Advisors reported no remaining iShares US Regional Banks ETF position as of Q2 2019 after selling out during the quarter.
  • Horan Capital Advisors sold 775 iShares US Regional Banks ETF shares in Q2 2019, an estimated $34K.
  • Horan Capital Advisors first reported a position in iShares US Regional Banks ETF in Q1 2019 and held it in 1 quarter.
  • Horan Capital Advisors's iShares US Regional Banks ETF position peaked at $34K in Q1 2019.
  • 115 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2019.

Based on Horan Capital Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.