Schnieders Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

Schnieders Capital 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
2018 Q4	–	Sell	-8,730	Closed	-$428K	–	144
2018 Q3	$428K	Sell	8,730 -150	-2%	-$7.67K	0.18%	101
2018 Q2	$437K	Sell	8,880 -325	-4%	-$16.6K	0.18%	99
2018 Q1	$464K	Hold	9,205	–	–	0.2%	100
2017 Q4	$454K	Buy	9,205 +25	+0.3%	+$1.2K	0.19%	100
2017 Q3	$433K	Sell	9,180 -665	-7%	-$30.1K	0.19%	103
2017 Q2	$448K	Buy	9,845 +525	+6%	+$23.4K	0.21%	92
2017 Q1	$418K	Buy	+9,320	New	+$430K	0.2%	100

Other funds holding IAT

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

HCMNY

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

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

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

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

Schnieders Capital Management's IAT Position: Q4 2018 in Review

Schnieders Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q4 2018, closing a stake of 8,730 shares — an estimated $428K sold.

Schnieders Capital Management first reported a position in IAT in Q1 2017 and held it in 7 quarters. The position peaked at $464K in Q1 2018. 116 funds tracked by Wall St. Rank hold IAT as of Q4 2018.

Schnieders Capital Management reported no remaining iShares US Regional Banks ETF position as of Q4 2018 after selling out during the quarter.
Schnieders Capital Management sold 8,730 iShares US Regional Banks ETF shares in Q4 2018, an estimated $428K.
Schnieders Capital Management first reported a position in iShares US Regional Banks ETF in Q1 2017 and held it in 7 quarters.
Schnieders Capital Management's iShares US Regional Banks ETF position peaked at $464K in Q1 2018.
116 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2018.

Based on Schnieders Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.