Patten Group’s iShares US Regional Banks ETF IAT Stock Holding History

Patten Group’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
2018 Q4	–	Sell	-40	Closed	-$2K	–	632
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	645
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	621
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	541
2017 Q4	$2K	Hold	40	–	–	﹤0.01%	581
2017 Q3	$2K	Hold	40	–	–	﹤0.01%	583
2017 Q2	$2K	Hold	40	–	–	﹤0.01%	600
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	593
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	564
2016 Q3	$1.39K	Hold	40	–	–	﹤0.01%	605
2016 Q2	$1.3K	Hold	40	–	–	﹤0.01%	611
2016 Q1	$1.27K	Hold	40	–	–	﹤0.01%	635
2015 Q4	$1.4K	Hold	40	–	–	﹤0.01%	652
2015 Q3	$1.35K	Hold	40	–	–	﹤0.01%	568
2015 Q2	$1.46K	Buy	+40	New	+$1.43K	﹤0.01%	570
2015 Q1	–	Sell	-40	Closed	-$1K	–	196
2014 Q4	$1K	Buy	+40	New	+$1.35K	﹤0.01%	257

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

HCMNY

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Patten Group's IAT Position: Q4 2018 in Review

Patten Group sold out of iShares US Regional Banks ETF (IAT) in Q4 2018, closing a stake of 40 shares — an estimated $2K sold.

Patten Group first reported a position in IAT in Q4 2014 and held it in 15 quarters. The position peaked at $2K in Q3 2018. 116 funds tracked by Wall St. Rank hold IAT as of Q4 2018.

Patten Group reported no remaining iShares US Regional Banks ETF position as of Q4 2018 after selling out during the quarter.
Patten Group sold 40 iShares US Regional Banks ETF shares in Q4 2018, an estimated $2K.
Patten Group first reported a position in iShares US Regional Banks ETF in Q4 2014 and held it in 15 quarters.
Patten Group's iShares US Regional Banks ETF position peaked at $2K in Q3 2018.
116 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.