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Smith & Howard Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Smith & Howard Wealth 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
2014
Q1 		– Sell
-3,000
Closed -$99K – 112
2013
Q4 		$99K Hold
3,000
– – 0.05% 84
2013
Q3 		$89K Hold
3,000
– – 0.05% 85
2013
Q2 		$88K Buy
+3,000
New +$82.8K 0.06% 79

Other funds holding IAT

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Smith & Howard Wealth Management's IAT Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q1 2014, closing a stake of 3,000 shares — an estimated $99K sold.

Smith & Howard Wealth Management first reported a position in IAT in Q2 2013 and held it in 3 quarters. The position peaked at $99K in Q4 2013. 65 funds tracked by Wall St. Rank hold IAT as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 3,000 iShares US Regional Banks ETF shares in Q1 2014, an estimated $99K.
  • Smith & Howard Wealth Management first reported a position in iShares US Regional Banks ETF in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's iShares US Regional Banks ETF position peaked at $99K in Q4 2013.
  • 65 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.