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ParenteBeard Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

ParenteBeard Wealth Management’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
-6,484
Closed -$227K – 110
2014
Q1 		$227K Sell
6,484
-1,318
-17% -$44.1K 0.11% 92
2013
Q4 		$258K Sell
7,802
-2,177
-22% -$68.7K 0.1% 98
2013
Q3 		$298K Sell
9,979
-124
-1% -$3.79K 0.15% 76
2013
Q2 		$296K Buy
+10,103
New +$279K 0.13% 78

Other funds holding IAT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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

ParenteBeard Wealth Management's IAT Position: Q2 2014 in Review

ParenteBeard Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2014, closing a stake of 6,484 shares — an estimated $227K sold.

ParenteBeard Wealth Management first reported a position in IAT in Q2 2013 and held it in 4 quarters. The position peaked at $298K in Q3 2013. 72 funds tracked by Wall St. Rank hold IAT as of Q2 2014.

  • ParenteBeard Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q2 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 6,484 iShares US Regional Banks ETF shares in Q2 2014, an estimated $227K.
  • ParenteBeard Wealth Management first reported a position in iShares US Regional Banks ETF in Q2 2013 and held it in 4 quarters.
  • ParenteBeard Wealth Management's iShares US Regional Banks ETF position peaked at $298K in Q3 2013.
  • 72 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.