Lowe Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Lowe Wealth 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
2015 Q2	–	Sell	-73,880	Closed	-$2.58M	–	231
2015 Q1	$2.58M	Buy	73,880 +1,424	+2%	+$48.5K	1.75%	16
2014 Q4	$2.53M	Buy	+72,456	New	+$2.44M	1.81%	14

Other funds holding IAT

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

BCM

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

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

Lowe Wealth Advisors's IAT Position: Q2 2015 in Review

Lowe Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q2 2015, closing a stake of 73,880 shares — an estimated $2.58M sold.

Lowe Wealth Advisors first reported a position in IAT in Q4 2014 and held it in 2 quarters. The position peaked at $2.58M in Q1 2015. 84 funds tracked by Wall St. Rank hold IAT as of Q2 2015.

Lowe Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q2 2015 after selling out during the quarter.
Lowe Wealth Advisors sold 73,880 iShares US Regional Banks ETF shares in Q2 2015, an estimated $2.58M.
Lowe Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q4 2014 and held it in 2 quarters.
Lowe Wealth Advisors's iShares US Regional Banks ETF position peaked at $2.58M in Q1 2015.
84 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2015.

Based on Lowe Wealth Advisors's 13F filing for Q2 2015, filed 4 Dec 2015.