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

MSI 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
2016
Q4 		$4.14M Buy
91,321
+84,435
+1,226% +$3.42M 0.13% 166
2016
Q3 		$242K Sell
6,886
-2,477
-26% -$84.9K 0.01% 970
2016
Q2 		$304K Sell
9,363
-283
-3% -$9.42K 0.01% 840
2016
Q1 		$307K Sell
9,646
-30,821
-76% -$962K 0.01% 788
2015
Q4 		$1.42M Buy
40,467
+11,467
+40% +$405K 0.06% 293
2015
Q3 		$978K Buy
29,000
+27,708
+2,145% +$985K 0.08% 252
2015
Q2 		$47K Buy
1,292
+505
+64% +$18.1K ﹤0.01% 1338
2015
Q1 		$27K Buy
787
+87
+12% +$2.96K ﹤0.01% 1656
2014
Q4 		$24K Sell
700
-45
-6% -$1.52K ﹤0.01% 1439
2014
Q3 		$25K Buy
745
+400
+116% +$13.4K ﹤0.01% 1404
2014
Q2 		$12K Hold
345
– – ﹤0.01% 1710
2014
Q1 		$12K Sell
345
-555
-62% -$18.6K ﹤0.01% 1656
2013
Q4 		$30K Sell
900
-398
-31% -$12.6K ﹤0.01% 1210
2013
Q3 		$39K Buy
1,298
+203
+19% +$6.21K 0.01% 952
2013
Q2 		$32K Buy
+1,095
New +$30.2K 0.01% 1056

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return

MSI Financial Services's IAT Position: Q4 2016 in Review

MSI Financial Services increased its iShares US Regional Banks ETF (IAT) stake by 1,226% in Q4 2016, buying an estimated $3.42M and bringing the position to 91,321 shares worth $4.14M. The position accounts for 0.13% of the portfolio, ranked #166.

MSI Financial Services first reported a position in IAT in Q2 2013 and has held it in 15 quarters since. 109 funds tracked by Wall St. Rank hold IAT as of Q4 2016.

  • MSI Financial Services held 91,321 shares of iShares US Regional Banks ETF worth $4.14M as of Q4 2016.
  • MSI Financial Services bought 84,435 iShares US Regional Banks ETF shares in Q4 2016, an estimated $3.42M.
  • iShares US Regional Banks ETF made up 0.13% of MSI Financial Services's portfolio in Q4 2016, its #166 holding.
  • MSI Financial Services first reported a position in iShares US Regional Banks ETF in Q2 2013 and has held it in 15 quarters since.
  • 109 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.