IFC Holdings’s iShares US Regional Banks ETF IAT Stock Holding History

IFC Holdings’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 Q1	–	Sell	-12,291	Closed	-$608K	–	179
2017 Q4	$608K	Buy	12,291 +142	+1%	+$6.81K	0.04%	271
2017 Q3	$571K	Sell	12,149 -592	-5%	-$26.8K	0.04%	281
2017 Q2	$580K	Sell	12,741 -78,774	-86%	-$3.5M	0.04%	269
2017 Q1	$4.11M	Buy	91,515 +13,760	+18%	+$635K	0.36%	43
2016 Q4	$3.52M	Buy	+77,755	New	+$3.15M	0.35%	45

Other funds holding IAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HCMNY

Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return

SFI

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

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

IFC Holdings's IAT Position: Q1 2018 in Review

IFC Holdings sold out of iShares US Regional Banks ETF (IAT) in Q1 2018, closing a stake of 12,291 shares — an estimated $608K sold.

IFC Holdings first reported a position in IAT in Q4 2016 and held it in 5 quarters. The position peaked at $4.11M in Q1 2017. 143 funds tracked by Wall St. Rank hold IAT as of Q1 2018.

IFC Holdings reported no remaining iShares US Regional Banks ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 12,291 iShares US Regional Banks ETF shares in Q1 2018, an estimated $608K.
IFC Holdings first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 5 quarters.
IFC Holdings's iShares US Regional Banks ETF position peaked at $4.11M in Q1 2017.
143 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.