QCI Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

QCI Asset 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
2020 Q2	–	Sell	-1,558	Closed	-$45K	–	278
2020 Q1	$45K	Hold	1,558	–	–	﹤0.01%	242
2019 Q4	$79K	Hold	1,558	–	–	0.01%	221
2019 Q3	$73K	Hold	1,558	–	–	0.01%	230
2019 Q2	$72K	Hold	1,558	–	–	0.01%	233
2019 Q1	$68K	Hold	1,558	–	–	0.01%	237
2018 Q4	$62K	Hold	1,558	–	–	0.01%	232
2018 Q3	$76K	Hold	1,558	–	–	0.01%	221
2018 Q2	$77K	Hold	1,558	–	–	0.01%	201
2018 Q1	$78K	Hold	1,558	–	–	0.01%	209
2017 Q4	$77K	Hold	1,558	–	–	0.01%	207
2017 Q3	$74K	Hold	1,558	–	–	0.01%	188
2017 Q2	$71K	Hold	1,558	–	–	0.01%	188
2017 Q1	$70K	Hold	1,558	–	–	0.01%	181
2016 Q4	$71K	Hold	1,558	–	–	0.01%	174
2016 Q3	$55K	Hold	1,558	–	–	0.01%	198
2016 Q2	$51K	Hold	1,558	–	–	0.01%	207
2016 Q1	$50K	Hold	1,558	–	–	0.01%	199
2015 Q4	$54K	Hold	1,558	–	–	0.01%	188
2015 Q3	$53K	Hold	1,558	–	–	0.01%	195
2015 Q2	$57K	Hold	1,558	–	–	0.01%	177
2015 Q1	$54K	Hold	1,558	–	–	0.01%	175
2014 Q4	$54K	Hold	1,558	–	–	0.01%	188
2014 Q3	$52K	Hold	1,558	–	–	0.01%	197
2014 Q2	$54K	Hold	1,558	–	–	0.01%	192
2014 Q1	$54K	Hold	1,558	–	–	0.01%	188
2013 Q4	$52K	Hold	1,558	–	–	0.01%	192
2013 Q3	$46K	Hold	1,558	–	–	0.01%	191
2013 Q2	$46K	Buy	+1,558	New	+$43K	0.01%	197

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

QCI Asset Management's IAT Position: Q2 2020 in Review

QCI Asset Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2020, closing a stake of 1,558 shares — an estimated $45K sold.

QCI Asset Management first reported a position in IAT in Q2 2013 and held it in 28 quarters. The position peaked at $79K in Q4 2019. 96 funds tracked by Wall St. Rank hold IAT as of Q2 2020.

QCI Asset Management reported no remaining iShares US Regional Banks ETF position as of Q2 2020 after selling out during the quarter.
QCI Asset Management sold 1,558 iShares US Regional Banks ETF shares in Q2 2020, an estimated $45K.
QCI Asset Management first reported a position in iShares US Regional Banks ETF in Q2 2013 and held it in 28 quarters.
QCI Asset Management's iShares US Regional Banks ETF position peaked at $79K in Q4 2019.
96 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2020.

Based on QCI Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.