SAM
IAT icon

Shamrock Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

Shamrock Asset 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
2017
Q2 		– Sell
-11,293
Closed -$506K – 292
2017
Q1 		$506K Buy
+11,293
New +$521K 0.31% 63

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCMNY
Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Shamrock Asset Management's IAT Position: Q2 2017 in Review

Shamrock Asset Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2017, closing a stake of 11,293 shares — an estimated $506K sold.

Shamrock Asset Management first reported a position in IAT in Q1 2017 and held it in 1 quarter. The position peaked at $506K in Q1 2017. 112 funds tracked by Wall St. Rank hold IAT as of Q2 2017.

  • Shamrock Asset Management reported no remaining iShares US Regional Banks ETF position as of Q2 2017 after selling out during the quarter.
  • Shamrock Asset Management sold 11,293 iShares US Regional Banks ETF shares in Q2 2017, an estimated $506K.
  • Shamrock Asset Management first reported a position in iShares US Regional Banks ETF in Q1 2017 and held it in 1 quarter.
  • Shamrock Asset Management's iShares US Regional Banks ETF position peaked at $506K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2017.

Based on Shamrock Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.