Investors Capital Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

Investors Capital Advisory Services’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
2015 Q3	–	Sell	-23,713	Closed	-$868K	–	744
2015 Q2	$868K	Buy	23,713 +627	+3%	+$22.5K	0.16%	180
2015 Q1	$805K	Hold	23,086	–	–	0.15%	201
2014 Q4	$806K	Sell	23,086 -4,012	-15%	-$135K	0.15%	186
2014 Q3	$898K	Sell	27,098 -1,150	-4%	-$38.7K	0.18%	167
2014 Q2	$978K	Sell	28,248 -848	-3%	-$28.6K	0.16%	204
2014 Q1	$1.02M	Sell	29,096 -1,185	-4%	-$39.6K	0.22%	135
2013 Q4	$1M	Buy	30,281 +1,348	+5%	+$42.5K	0.23%	122
2013 Q3	$862K	Buy	28,933 +10,789	+59%	+$330K	0.22%	127
2013 Q2	$530K	Buy	+18,144	New	+$501K	0.16%	179

Other funds holding IAT

BAM

Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

BCM

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

NCA

New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return

Investors Capital Advisory Services's IAT Position: Q3 2015 in Review

Investors Capital Advisory Services sold out of iShares US Regional Banks ETF (IAT) in Q3 2015, closing a stake of 23,713 shares — an estimated $868K sold.

Investors Capital Advisory Services first reported a position in IAT in Q2 2013 and held it in 9 quarters. The position peaked at $1.02M in Q1 2014. 80 funds tracked by Wall St. Rank hold IAT as of Q3 2015.

Investors Capital Advisory Services reported no remaining iShares US Regional Banks ETF position as of Q3 2015 after selling out during the quarter.
Investors Capital Advisory Services sold 23,713 iShares US Regional Banks ETF shares in Q3 2015, an estimated $868K.
Investors Capital Advisory Services first reported a position in iShares US Regional Banks ETF in Q2 2013 and held it in 9 quarters.
Investors Capital Advisory Services's iShares US Regional Banks ETF position peaked at $1.02M in Q1 2014.
80 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2015.

Based on Investors Capital Advisory Services's 13F filing for Q3 2015, filed 17 Nov 2015.