SG Americas Securities
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SG Americas Securities’s iShares US Regional Banks ETF IAT Stock Holding History

SG Americas Securities’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
-4,400
Closed -$216K – 3168
2018
Q3 		$216K Buy
+4,400
New +$225K ﹤0.01% 2526
2018
Q1 		– Sell
-75,646
Closed -$3.73M – 3379
2017
Q4 		$3.73M Sell
75,646
-103,013
-58% -$4.94M 0.03% 521
2017
Q3 		$8.43M Buy
178,659
+100,000
+127% +$4.52M 0.07% 197
2017
Q2 		$3.58M Buy
+78,659
New +$3.5M 0.03% 527
2016
Q1 		– Sell
-70,431
Closed -$2.46M – 3077
2015
Q4 		$2.46M Buy
+70,431
New +$2.48M 0.02% 614
2015
Q3 		– Sell
-9,700
Closed -$355K – 2368
2015
Q2 		$355K Buy
+9,700
New +$348K ﹤0.01% 1669
2014
Q4 		– Sell
-23,551
Closed -$780K – 3232
2014
Q3 		$780K Sell
23,551
-14,274
-38% -$480K ﹤0.01% 1262
2014
Q2 		$1.31M Sell
37,825
-163,507
-81% -$5.51M 0.01% 1207
2014
Q1 		$7.04M Sell
201,332
-8,069
-4% -$270K 0.03% 535
2013
Q4 		$6.92M Buy
209,401
+139,322
+199% +$4.4M 0.03% 537
2013
Q3 		$2.09M Buy
+70,079
New +$2.15M 0.01% 924

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SG Americas Securities's IAT Position: Q4 2018 in Review

SG Americas Securities sold out of iShares US Regional Banks ETF (IAT) in Q4 2018, closing a stake of 4,400 shares — an estimated $216K sold.

SG Americas Securities first reported a position in IAT in Q3 2013 and held it in 11 quarters. The position peaked at $8.43M in Q3 2017. 116 funds tracked by Wall St. Rank hold IAT as of Q4 2018.

  • SG Americas Securities reported no remaining iShares US Regional Banks ETF position as of Q4 2018 after selling out during the quarter.
  • SG Americas Securities sold 4,400 iShares US Regional Banks ETF shares in Q4 2018, an estimated $216K.
  • SG Americas Securities first reported a position in iShares US Regional Banks ETF in Q3 2013 and held it in 11 quarters.
  • SG Americas Securities's iShares US Regional Banks ETF position peaked at $8.43M in Q3 2017.
  • 116 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2018.

Based on SG Americas Securities's 13F filing for Q4 2018, filed 1 Feb 2019.