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

Jefferies 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
-71,677
Closed -$2.32M – 2336
2016
Q2 		$2.32M Buy
+71,677
New +$2.39M 0.01% 798

Other funds holding IAT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BTR Capital Management
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Martin & Co
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Jefferies Group's IAT Position: Q3 2016 in Review

Jefferies Group sold out of iShares US Regional Banks ETF (IAT) in Q3 2016, closing a stake of 71,677 shares — an estimated $2.32M sold.

Jefferies Group first reported a position in IAT in Q2 2016 and held it in 1 quarter. The position peaked at $2.32M in Q2 2016. 79 funds tracked by Wall St. Rank hold IAT as of Q3 2016.

  • Jefferies Group reported no remaining iShares US Regional Banks ETF position as of Q3 2016 after selling out during the quarter.
  • Jefferies Group sold 71,677 iShares US Regional Banks ETF shares in Q3 2016, an estimated $2.32M.
  • Jefferies Group first reported a position in iShares US Regional Banks ETF in Q2 2016 and held it in 1 quarter.
  • Jefferies Group's iShares US Regional Banks ETF position peaked at $2.32M in Q2 2016.
  • 79 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2016.

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