PCM
IAT icon

Poehling Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

Poehling Capital 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
2018
Q3 		– Sell
-2,865
Closed -$141K – 184
2018
Q2 		$141K Buy
+2,865
New +$147K 0.12% 109

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Poehling Capital Management's IAT Position: Q3 2018 in Review

Poehling Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q3 2018, closing a stake of 2,865 shares — an estimated $141K sold.

Poehling Capital Management first reported a position in IAT in Q2 2018 and held it in 1 quarter. The position peaked at $141K in Q2 2018. 133 funds tracked by Wall St. Rank hold IAT as of Q3 2018.

  • Poehling Capital Management reported no remaining iShares US Regional Banks ETF position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 2,865 iShares US Regional Banks ETF shares in Q3 2018, an estimated $141K.
  • Poehling Capital Management first reported a position in iShares US Regional Banks ETF in Q2 2018 and held it in 1 quarter.
  • Poehling Capital Management's iShares US Regional Banks ETF position peaked at $141K in Q2 2018.
  • 133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.