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Marino Stram & Associates’s iShares US Regional Banks ETF IAT Stock Holding History

Marino Stram & Associates’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
-550
Closed -$27K – 643
2018
Q3 		$27K Hold
550
– – 0.02% 215
2018
Q2 		$27K Hold
550
– – 0.02% 213
2018
Q1 		$28K Hold
550
– – 0.03% 212
2017
Q4 		$27K Buy
+550
New +$26.4K 0.02% 220

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
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

Marino Stram & Associates's IAT Position: Q4 2018 in Review

Marino Stram & Associates sold out of iShares US Regional Banks ETF (IAT) in Q4 2018, closing a stake of 550 shares — an estimated $27K sold.

Marino Stram & Associates first reported a position in IAT in Q4 2017 and held it in 4 quarters. The position peaked at $28K in Q1 2018. 116 funds tracked by Wall St. Rank hold IAT as of Q4 2018.

  • Marino Stram & Associates reported no remaining iShares US Regional Banks ETF position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 550 iShares US Regional Banks ETF shares in Q4 2018, an estimated $27K.
  • Marino Stram & Associates first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's iShares US Regional Banks ETF position peaked at $28K in Q1 2018.
  • 116 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.