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Kabarec Financial Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Kabarec Financial 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
2018
Q2 		$6.92M Sell
140,670
-18,888
-12% -$966K 5.29% 8
2018
Q1 		$8.04M Sell
159,558
-1,463
-0.9% -$76.4K 5.09% 9
2017
Q4 		$7.94M Buy
+161,021
New +$7.73M 4.87% 9

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCMNY
Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kabarec Financial Advisors's IAT Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 12% in Q2 2018, selling an estimated $966K and leaving 140,670 shares worth $6.92M. The position accounts for 5.29% of the portfolio, ranked #8.

Kabarec Financial Advisors first reported a position in IAT in Q4 2017 and has held it in 3 quarters since. The position peaked at $8.04M in Q1 2018. 137 funds tracked by Wall St. Rank hold IAT as of Q2 2018.

  • Kabarec Financial Advisors held 140,670 shares of iShares US Regional Banks ETF worth $6.92M as of Q2 2018.
  • Kabarec Financial Advisors sold 18,888 iShares US Regional Banks ETF shares in Q2 2018, an estimated $966K.
  • iShares US Regional Banks ETF made up 5.29% of Kabarec Financial Advisors's portfolio in Q2 2018, its #8 holding.
  • Kabarec Financial Advisors first reported a position in iShares US Regional Banks ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's iShares US Regional Banks ETF position peaked at $8.04M in Q1 2018.
  • 137 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.