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Ladenburg Thalmann Financial Services’s iShares US Regional Banks ETF IAT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$692K Sell
15,391
-15,904
-51% -$775K ﹤0.01% 1556
2019
Q3 		$1.46M Buy
31,295
+4,401
+16% +$200K 0.01% 997
2019
Q2 		$1.24M Buy
26,894
+6,196
+30% +$283K 0.01% 1074
2019
Q1 		$900K Buy
20,698
+1,152
+6% +$52K 0.01% 1259
2018
Q4 		$778K Buy
19,546
+3,361
+21% +$152K 0.01% 1210
2018
Q3 		$793K Sell
16,185
-14,647
-48% -$749K 0.01% 1274
2018
Q2 		$1.55M Hold
30,832
– – 0.01% 817
2018
Q1 		$1.55M Buy
30,832
+19,507
+172% +$1.02M 0.01% 817
2017
Q4 		$558K Buy
11,325
+2,881
+34% +$138K 0.01% 1472
2017
Q3 		$398K Buy
8,444
+643
+8% +$29.1K ﹤0.01% 1609
2017
Q2 		$355K Sell
7,801
-102
-1% -$4.54K ﹤0.01% 1622
2017
Q1 		$355K Sell
7,903
-22,987
-74% -$1.06M ﹤0.01% 1518
2016
Q4 		$1.4M Buy
30,890
+29,192
+1,719% +$1.18M 0.02% 677
2016
Q3 		$60K Sell
1,698
-102
-6% -$3.5K ﹤0.01% 2654
2016
Q2 		$58K Sell
1,800
-1,221
-40% -$40.6K ﹤0.01% 2566
2016
Q1 		$96K Sell
3,021
-15,289
-84% -$477K ﹤0.01% 2095
2015
Q4 		$640K Buy
18,310
+17,222
+1,583% +$608K 0.01% 892
2015
Q3 		$36K Sell
1,088
-98
-8% -$3.48K ﹤0.01% 2692
2015
Q2 		$43K Buy
1,186
+451
+61% +$16.2K ﹤0.01% 2685
2015
Q1 		$25K Buy
735
+235
+47% +$8K ﹤0.01% 3045
2014
Q4 		$17K Buy
+500
New +$16.9K ﹤0.01% 3089
2013
Q4 		– Sell
-100
Closed -$3K – 3779
2013
Q3 		$3K Hold
100
– – ﹤0.01% 3345
2013
Q2 		$3K Buy
+100
New +$2.76K ﹤0.01% 3226

Other funds holding IAT

Bank of America
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IAT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its iShares US Regional Banks ETF (IAT) stake by 51% in Q4 2019, selling an estimated $775K and leaving 15,391 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Ladenburg Thalmann Financial Services first reported a position in IAT in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.55M in Q2 2018. 111 funds tracked by Wall St. Rank hold IAT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 15,391 shares of iShares US Regional Banks ETF worth $692K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 15,904 iShares US Regional Banks ETF shares in Q4 2019, an estimated $775K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1556 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares US Regional Banks ETF in Q2 2013 and has held it in 23 quarters since.
  • Ladenburg Thalmann Financial Services's iShares US Regional Banks ETF position peaked at $1.55M in Q2 2018.
  • 111 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.