NEXT Financial Holdings’s iShares US Regional Banks ETF IAT Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$53K	Buy	+1,212	New	+$54.7K	0.01%	713

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

HCMNY

Howard Capital Management (New York) New York $891M AUM 34.82% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

NEXT Financial Holdings's IAT Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares US Regional Banks ETF (IAT) in Q1 2019: 1,212 shares worth $53K. The stake represents 0.01% of the portfolio and ranks #713 among its holdings.

123 funds tracked by Wall St. Rank hold IAT as of Q1 2019.

NEXT Financial Holdings held 1,212 shares of iShares US Regional Banks ETF worth $53K as of Q1 2019.
iShares US Regional Banks ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares US Regional Banks ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #713 holding.
123 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.