Psagot Value Holdings’s iShares US Regional Banks ETF IAT Stock Holding History

Psagot Value Holdings’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
2017 Q4	–	Sell	-830	Closed	-$39K	–	323
2017 Q3	$39K	Hold	830	–	–	﹤0.01%	272
2017 Q2	$38K	Hold	830	–	–	﹤0.01%	273
2017 Q1	$37K	Hold	830	–	–	﹤0.01%	286
2016 Q4	$38K	Hold	830	–	–	﹤0.01%	276
2016 Q3	$29K	Hold	830	–	–	﹤0.01%	278
2016 Q2	$27K	Hold	830	–	–	﹤0.01%	265
2016 Q1	$26K	Sell	830 -29,170	-97%	-$910K	﹤0.01%	308
2015 Q4	$1.05M	Buy	+30,000	New	+$1.06M	0.04%	160

Other funds holding IAT

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

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

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

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

HCMNY

Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

BCM

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

KFA

Kabarec Financial Advisors Palatine, Illinois $131M AUM

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

Psagot Value Holdings's IAT Position: Q4 2017 in Review

Psagot Value Holdings sold out of iShares US Regional Banks ETF (IAT) in Q4 2017, closing a stake of 830 shares — an estimated $39K sold.

Psagot Value Holdings first reported a position in IAT in Q4 2015 and held it in 8 quarters. The position peaked at $1.05M in Q4 2015. 124 funds tracked by Wall St. Rank hold IAT as of Q4 2017.

Psagot Value Holdings reported no remaining iShares US Regional Banks ETF position as of Q4 2017 after selling out during the quarter.
Psagot Value Holdings sold 830 iShares US Regional Banks ETF shares in Q4 2017, an estimated $39K.
Psagot Value Holdings first reported a position in iShares US Regional Banks ETF in Q4 2015 and held it in 8 quarters.
Psagot Value Holdings's iShares US Regional Banks ETF position peaked at $1.05M in Q4 2015.
124 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2017.

Based on Psagot Value Holdings's 13F filing for Q4 2017, filed 8 Feb 2018.