Loomis, Sayles & Company
IAT icon

Loomis, Sayles & Company’s iShares US Regional Banks ETF IAT Stock Holding History

Loomis, Sayles & Company’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
2014
Q3 		– Sell
-15,100
Closed -$524K – 732
2014
Q2 		$524K Buy
+15,100
New +$509K ﹤0.01% 616

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

Loomis, Sayles & Company's IAT Position: Q3 2014 in Review

Loomis, Sayles & Company sold out of iShares US Regional Banks ETF (IAT) in Q3 2014, closing a stake of 15,100 shares — an estimated $524K sold.

Loomis, Sayles & Company first reported a position in IAT in Q2 2014 and held it in 1 quarter. The position peaked at $524K in Q2 2014. 70 funds tracked by Wall St. Rank hold IAT as of Q3 2014.

  • Loomis, Sayles & Company reported no remaining iShares US Regional Banks ETF position as of Q3 2014 after selling out during the quarter.
  • Loomis, Sayles & Company sold 15,100 iShares US Regional Banks ETF shares in Q3 2014, an estimated $524K.
  • Loomis, Sayles & Company first reported a position in iShares US Regional Banks ETF in Q2 2014 and held it in 1 quarter.
  • Loomis, Sayles & Company's iShares US Regional Banks ETF position peaked at $524K in Q2 2014.
  • 70 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2014.

Based on Loomis, Sayles & Company's 13F filing for Q3 2014, filed 14 Nov 2014.