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Santori & Peters Inc’s iShares US Regional Banks ETF IAT Stock Holding History

Santori & Peters Inc’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
2018
Q1 		– Sell
-160
Closed -$8K – 275
2017
Q4 		$8K Buy
+160
New +$7.68K 0.01% 345

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

Santori & Peters Inc's IAT Position: Q1 2018 in Review

Santori & Peters Inc sold out of iShares US Regional Banks ETF (IAT) in Q1 2018, closing a stake of 160 shares — an estimated $8K sold.

Santori & Peters Inc first reported a position in IAT in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 143 funds tracked by Wall St. Rank hold IAT as of Q1 2018.

  • Santori & Peters Inc reported no remaining iShares US Regional Banks ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 160 iShares US Regional Banks ETF shares in Q1 2018, an estimated $8K.
  • Santori & Peters Inc first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's iShares US Regional Banks ETF position peaked at $8K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.