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IPG Investment Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

IPG Investment 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
2016
Q1 		– Sell
-12,000
Closed -$420K – 123
2015
Q4 		$420K Buy
12,000
+750
+7% +$26.5K 0.19% 69
2015
Q3 		$379K Sell
11,250
-9,000
-44% -$320K 0.18% 83
2015
Q2 		$741K Buy
+20,250
New +$726K 0.27% 69

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAM
Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IPG Investment Advisors's IAT Position: Q1 2016 in Review

IPG Investment Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2016, closing a stake of 12,000 shares — an estimated $420K sold.

IPG Investment Advisors first reported a position in IAT in Q2 2015 and held it in 3 quarters. The position peaked at $741K in Q2 2015. 77 funds tracked by Wall St. Rank hold IAT as of Q1 2016.

  • IPG Investment Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2016 after selling out during the quarter.
  • IPG Investment Advisors sold 12,000 iShares US Regional Banks ETF shares in Q1 2016, an estimated $420K.
  • IPG Investment Advisors first reported a position in iShares US Regional Banks ETF in Q2 2015 and held it in 3 quarters.
  • IPG Investment Advisors's iShares US Regional Banks ETF position peaked at $741K in Q2 2015.
  • 77 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2016.

Based on IPG Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.