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P.J. Schmidt Investment Management (PJS)’s iShares US Regional Banks ETF IAT Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
Q2 		– Sell
-12,900
Closed -$451K – 150
2014
Q1 		$451K Sell
12,900
-100
-0.8% -$3.35K 0.18% 112
2013
Q4 		$430K Hold
13,000
– – 0.18% 103
2013
Q3 		$388K Buy
+13,000
New +$398K 0.18% 98

Other funds holding IAT

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DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
Wells Fargo
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

P.J. Schmidt Investment Management (PJS)'s IAT Position: Q2 2014 in Review

P.J. Schmidt Investment Management (PJS) sold out of iShares US Regional Banks ETF (IAT) in Q2 2014, closing a stake of 12,900 shares — an estimated $451K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in IAT in Q3 2013 and held it in 3 quarters. The position peaked at $451K in Q1 2014. 72 funds tracked by Wall St. Rank hold IAT as of Q2 2014.

  • P.J. Schmidt Investment Management (PJS) reported no remaining iShares US Regional Banks ETF position as of Q2 2014 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 12,900 iShares US Regional Banks ETF shares in Q2 2014, an estimated $451K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares US Regional Banks ETF in Q3 2013 and held it in 3 quarters.
  • P.J. Schmidt Investment Management (PJS)'s iShares US Regional Banks ETF position peaked at $451K in Q1 2014.
  • 72 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2014.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2014, filed 23 Jul 2014.