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Osborn Williams & Donohoe’s iShares US Regional Banks ETF IAT Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-240
Closed -$11K – 467
2019
Q1 		$11K Buy
+240
New +$10.8K ﹤0.01% 622

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
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osborn Williams & Donohoe's IAT Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares US Regional Banks ETF (IAT) in Q2 2019, closing a stake of 240 shares — an estimated $11K sold.

Osborn Williams & Donohoe first reported a position in IAT in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 115 funds tracked by Wall St. Rank hold IAT as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares US Regional Banks ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 240 iShares US Regional Banks ETF shares in Q2 2019, an estimated $11K.
  • Osborn Williams & Donohoe first reported a position in iShares US Regional Banks ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares US Regional Banks ETF position peaked at $11K in Q1 2019.
  • 115 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.