Kore Private Wealth’s iShares US Regional Banks ETF IAT Stock Holding History

Kore Private Wealth’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
2020 Q1	–	Sell	-1,495	Closed	-$76K	–	1128
2019 Q4	$76K	Buy	+1,495	New	+$72.9K	0.01%	413
2019 Q2	–	Sell	-1,068	Closed	-$46K	–	486
2019 Q1	$46K	Sell	1,068 -2,209	-67%	-$99.7K	0.01%	396
2018 Q4	$131K	Buy	+3,277	New	+$148K	0.04%	255

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kore Private Wealth's IAT Position: Q1 2020 in Review

Kore Private Wealth sold out of iShares US Regional Banks ETF (IAT) in Q1 2020, closing a stake of 1,495 shares — an estimated $76K sold.

Kore Private Wealth first reported a position in IAT in Q4 2018 and held it in 3 quarters. The position peaked at $131K in Q4 2018. 90 funds tracked by Wall St. Rank hold IAT as of Q1 2020.

Kore Private Wealth reported no remaining iShares US Regional Banks ETF position as of Q1 2020 after selling out during the quarter.
Kore Private Wealth sold 1,495 iShares US Regional Banks ETF shares in Q1 2020, an estimated $76K.
Kore Private Wealth first reported a position in iShares US Regional Banks ETF in Q4 2018 and held it in 3 quarters.
Kore Private Wealth's iShares US Regional Banks ETF position peaked at $131K in Q4 2018.
90 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.