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

Princeton 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
2019 Q3	–	Sell	-2,356	Closed	-$108K	–	248
2019 Q2	$108K	Hold	2,356	–	–	0.05%	112
2019 Q1	$102K	Hold	2,356	–	–	0.05%	116
2018 Q4	$94K	Hold	2,356	–	–	0.05%	119
2018 Q3	$115K	Hold	2,356	–	–	0.05%	128
2018 Q2	$116K	Hold	2,356	–	–	0.05%	126
2018 Q1	$119K	Buy	+2,356	New	+$123K	0.05%	120

Other funds holding IAT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Princeton Capital Management's IAT Position: Q3 2019 in Review

Princeton Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q3 2019, closing a stake of 2,356 shares — an estimated $108K sold.

Princeton Capital Management first reported a position in IAT in Q1 2018 and held it in 6 quarters. The position peaked at $119K in Q1 2018. 104 funds tracked by Wall St. Rank hold IAT as of Q3 2019.

Princeton Capital Management reported no remaining iShares US Regional Banks ETF position as of Q3 2019 after selling out during the quarter.
Princeton Capital Management sold 2,356 iShares US Regional Banks ETF shares in Q3 2019, an estimated $108K.
Princeton Capital Management first reported a position in iShares US Regional Banks ETF in Q1 2018 and held it in 6 quarters.
Princeton Capital Management's iShares US Regional Banks ETF position peaked at $119K in Q1 2018.
104 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2019.

Based on Princeton Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.