Prime Capital Investment Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Prime Capital Investment Advisors’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	-5,000	Closed	-$245K	–	386
2018 Q3	$245K	Hold	5,000	–	–	0.08%	120
2018 Q2	$246K	Hold	5,000	–	–	0.1%	119
2018 Q1	$252K	Buy	+5,000	New	+$261K	0.18%	90

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

Prime Capital Investment Advisors's IAT Position: Q4 2018 in Review

Prime Capital Investment Advisors sold out of iShares US Regional Banks ETF (IAT) in Q4 2018, closing a stake of 5,000 shares — an estimated $245K sold.

Prime Capital Investment Advisors first reported a position in IAT in Q1 2018 and held it in 3 quarters. The position peaked at $252K in Q1 2018. 116 funds tracked by Wall St. Rank hold IAT as of Q4 2018.

Prime Capital Investment Advisors reported no remaining iShares US Regional Banks ETF position as of Q4 2018 after selling out during the quarter.
Prime Capital Investment Advisors sold 5,000 iShares US Regional Banks ETF shares in Q4 2018, an estimated $245K.
Prime Capital Investment Advisors first reported a position in iShares US Regional Banks ETF in Q1 2018 and held it in 3 quarters.
Prime Capital Investment Advisors's iShares US Regional Banks ETF position peaked at $252K in Q1 2018.
116 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2018.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.