Rehmann Capital Advisory Group’s iShares US Regional Banks ETF IAT Stock Holding History

Rehmann Capital Advisory Group’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	-1,291	Closed	-$59.3K	–	1859
2019 Q2	$59.3K	Sell	1,291 -342	-21%	-$15.6K	0.01%	778
2019 Q1	$71K	Buy	+1,633	New	+$73.7K	0.01%	698
2018 Q4	–	Sell	-1,675	Closed	-$82.1K	–	1963
2018 Q3	$82.1K	Hold	1,675	–	–	0.01%	637
2018 Q2	$82.3K	Sell	1,675 -75	-4%	-$3.84K	0.01%	613
2018 Q1	$88K	Buy	+1,750	New	+$91.4K	0.01%	576

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

Rehmann Capital Advisory Group's IAT Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares US Regional Banks ETF (IAT) in Q3 2019, closing a stake of 1,291 shares — an estimated $59.3K sold.

Rehmann Capital Advisory Group first reported a position in IAT in Q1 2018 and held it in 5 quarters. The position peaked at $88K in Q1 2018. 104 funds tracked by Wall St. Rank hold IAT as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares US Regional Banks ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 1,291 iShares US Regional Banks ETF shares in Q3 2019, an estimated $59.3K.
Rehmann Capital Advisory Group first reported a position in iShares US Regional Banks ETF in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's iShares US Regional Banks ETF position peaked at $88K in Q1 2018.
104 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.