Howard Capital Management (New York)’s iShares US Regional Banks ETF IAT Stock Holding History

Howard Capital Management (New York)’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	-339,314	Closed	-$14.7M	–	103
2019 Q1	$14.7M	Buy	339,314 +12,064	+4%	+$544K	2.08%	19
2018 Q4	$13M	Sell	327,250 -4,959	-1%	-$225K	2.15%	18
2018 Q3	$16.3M	Buy	332,209 +4,874	+1%	+$249K	2.17%	17
2018 Q2	$16.1M	Buy	327,335 +642	+0.2%	+$32.8K	2.31%	13
2018 Q1	$16.5M	Buy	326,693 +8,729	+3%	+$456K	2.4%	13
2017 Q4	$15.7M	Buy	317,964 +795	+0.3%	+$38.1K	2.3%	15
2017 Q3	$15M	Buy	317,169 +6,925	+2%	+$313K	2.31%	16
2017 Q2	$14.1M	Buy	+310,244	New	+$13.8M	2.22%	16

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Howard Capital Management (New York)'s IAT Position: Q2 2019 in Review

Howard Capital Management (New York) sold out of iShares US Regional Banks ETF (IAT) in Q2 2019, closing a stake of 339,314 shares — an estimated $14.7M sold.

Howard Capital Management (New York) first reported a position in IAT in Q2 2017 and held it in 8 quarters. The position peaked at $16.5M in Q1 2018. 115 funds tracked by Wall St. Rank hold IAT as of Q2 2019.

Howard Capital Management (New York) reported no remaining iShares US Regional Banks ETF position as of Q2 2019 after selling out during the quarter.
Howard Capital Management (New York) sold 339,314 iShares US Regional Banks ETF shares in Q2 2019, an estimated $14.7M.
Howard Capital Management (New York) first reported a position in iShares US Regional Banks ETF in Q2 2017 and held it in 8 quarters.
Howard Capital Management (New York)'s iShares US Regional Banks ETF position peaked at $16.5M in Q1 2018.
115 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2019.

Based on Howard Capital Management (New York)'s 13F filing for Q2 2019, filed 24 Jul 2019.