Salzhauer Michael’s iShares US Regional Banks ETF IAT Stock Holding History

Salzhauer Michael’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 Q1	–	Sell	-4,017	Closed	-$205K	–	127
2019 Q4	$205K	Buy	+4,017	New	+$196K	0.09%	112
2018 Q4	–	Sell	-4,683	Closed	-$230K	–	156
2018 Q3	$230K	Hold	4,683	–	–	0.09%	137
2018 Q2	$230K	Hold	4,683	–	–	0.08%	139
2018 Q1	$236K	Hold	4,683	–	–	0.09%	140
2017 Q4	$231K	Hold	4,683	–	–	0.09%	142
2017 Q3	$221K	Hold	4,683	–	–	0.09%	136
2017 Q2	$213K	Hold	4,683	–	–	0.1%	135
2017 Q1	$210K	Buy	+4,683	New	+$216K	0.1%	134

Other funds holding IAT

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

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

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Salzhauer Michael's IAT Position: Q1 2020 in Review

Salzhauer Michael sold out of iShares US Regional Banks ETF (IAT) in Q1 2020, closing a stake of 4,017 shares — an estimated $205K sold.

Salzhauer Michael first reported a position in IAT in Q1 2017 and held it in 8 quarters. The position peaked at $236K in Q1 2018. 90 funds tracked by Wall St. Rank hold IAT as of Q1 2020.

Salzhauer Michael reported no remaining iShares US Regional Banks ETF position as of Q1 2020 after selling out during the quarter.
Salzhauer Michael sold 4,017 iShares US Regional Banks ETF shares in Q1 2020, an estimated $205K.
Salzhauer Michael first reported a position in iShares US Regional Banks ETF in Q1 2017 and held it in 8 quarters.
Salzhauer Michael's iShares US Regional Banks ETF position peaked at $236K in Q1 2018.
90 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2020.

Based on Salzhauer Michael's 13F filing for Q1 2020, filed 5 May 2020.