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Jefferies Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-215,030
Closed -$6.97M – 42
2016
Q2 		$6.97M Buy
+215,030
New +$7.16M 0.81% 9

Other funds holding IAT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Jefferies Financial Group's IAT Position: Q3 2016 in Review

Jefferies Financial Group sold out of iShares US Regional Banks ETF (IAT) in Q3 2016, closing a stake of 215,030 shares — an estimated $6.97M sold.

Jefferies Financial Group first reported a position in IAT in Q2 2016 and held it in 1 quarter. The position peaked at $6.97M in Q2 2016. 78 funds tracked by Wall St. Rank hold IAT as of Q3 2016.

  • Jefferies Financial Group reported no remaining iShares US Regional Banks ETF position as of Q3 2016 after selling out during the quarter.
  • Jefferies Financial Group sold 215,030 iShares US Regional Banks ETF shares in Q3 2016, an estimated $6.97M.
  • Jefferies Financial Group first reported a position in iShares US Regional Banks ETF in Q2 2016 and held it in 1 quarter.
  • Jefferies Financial Group's iShares US Regional Banks ETF position peaked at $6.97M in Q2 2016.
  • 78 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2016.

Based on Jefferies Financial Group's 13F filing for Q3 2016, filed 14 Nov 2016.