MUFG Americas’s iShares US Regional Banks ETF IAT Stock Holding History

MUFG Americas’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 Q4	–	Sell	-6,740	Closed	-$223K	–	1269
2014 Q3	$223K	Hold	6,740	–	–	0.01%	482
2014 Q2	$234K	Hold	6,740	–	–	0.01%	473
2014 Q1	$236K	Hold	6,740	–	–	0.01%	468
2013 Q4	$223K	Buy	+6,740	New	+$213K	0.01%	469

Other funds holding IAT

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 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

BCM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BPC

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

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

MUFG Americas's IAT Position: Q4 2014 in Review

MUFG Americas sold out of iShares US Regional Banks ETF (IAT) in Q4 2014, closing a stake of 6,740 shares — an estimated $223K sold.

MUFG Americas first reported a position in IAT in Q4 2013 and held it in 4 quarters. The position peaked at $236K in Q1 2014. 73 funds tracked by Wall St. Rank hold IAT as of Q4 2014.

MUFG Americas reported no remaining iShares US Regional Banks ETF position as of Q4 2014 after selling out during the quarter.
MUFG Americas sold 6,740 iShares US Regional Banks ETF shares in Q4 2014, an estimated $223K.
MUFG Americas first reported a position in iShares US Regional Banks ETF in Q4 2013 and held it in 4 quarters.
MUFG Americas's iShares US Regional Banks ETF position peaked at $236K in Q1 2014.
73 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2014.

Based on MUFG Americas's 13F filing for Q4 2014, filed 13 Feb 2015.