M Holdings Securities’s iShares US Regional Banks ETF IAT Stock Holding History

M Holdings Securities’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 Q4	–	Sell	-4,520	Closed	-$222K	–	342
2018 Q3	$222K	Buy	4,520 +31	+0.7%	+$1.58K	0.06%	323
2018 Q2	$221K	Sell	4,489 -2	-0%	-$102	0.06%	321
2018 Q1	$226K	Buy	4,491 +199	+5%	+$10.4K	0.07%	285
2017 Q4	$212K	Sell	4,292 -277	-6%	-$13.3K	0.06%	292
2017 Q3	$216K	Sell	4,569 -82	-2%	-$3.71K	0.07%	287
2017 Q2	$212K	Buy	+4,651	New	+$207K	0.07%	277

Other funds holding IAT

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

HCMNY

Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return

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

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

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

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

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

M Holdings Securities's IAT Position: Q4 2018 in Review

M Holdings Securities sold out of iShares US Regional Banks ETF (IAT) in Q4 2018, closing a stake of 4,520 shares — an estimated $222K sold.

M Holdings Securities first reported a position in IAT in Q2 2017 and held it in 6 quarters. The position peaked at $226K in Q1 2018. 116 funds tracked by Wall St. Rank hold IAT as of Q4 2018.

M Holdings Securities reported no remaining iShares US Regional Banks ETF position as of Q4 2018 after selling out during the quarter.
M Holdings Securities sold 4,520 iShares US Regional Banks ETF shares in Q4 2018, an estimated $222K.
M Holdings Securities first reported a position in iShares US Regional Banks ETF in Q2 2017 and held it in 6 quarters.
M Holdings Securities's iShares US Regional Banks ETF position peaked at $226K in Q1 2018.
116 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2018.

Based on M Holdings Securities's 13F filing for Q4 2018, filed 15 Feb 2019.