St. Johns Investment Management’s iShares US Regional Banks ETF IAT Stock Holding History

St. Johns Investment 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	-85	Closed	-$4K	–	179
2017 Q1	$4K	Hold	85	–	–	﹤0.01%	141
2016 Q4	$4K	Hold	85	–	–	﹤0.01%	145
2016 Q3	$3K	Hold	85	–	–	﹤0.01%	138
2016 Q2	$3K	Hold	85	–	–	﹤0.01%	138
2016 Q1	$3K	Hold	85	–	–	﹤0.01%	136
2015 Q4	$3K	Hold	85	–	–	﹤0.01%	140
2015 Q3	$3K	Hold	85	–	–	﹤0.01%	126
2015 Q2	$3K	Sell	85 -300	-78%	-$10.8K	﹤0.01%	128
2015 Q1	$13K	Sell	385 -1,305	-77%	-$44.4K	0.01%	107
2014 Q4	$59K	Sell	1,690 -19,783	-92%	-$667K	0.05%	87
2014 Q3	$712K	Sell	21,473 -3,564	-14%	-$120K	0.63%	56
2014 Q2	$868K	Buy	25,037 +2,222	+10%	+$74.8K	0.75%	47
2014 Q1	$798K	Buy	+22,815	New	+$763K	0.72%	51

Other funds holding IAT

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

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

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

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

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

St. Johns Investment Management's IAT Position: Q2 2017 in Review

St. Johns Investment Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2017, closing a stake of 85 shares — an estimated $4K sold.

St. Johns Investment Management first reported a position in IAT in Q1 2014 and held it in 13 quarters. The position peaked at $868K in Q2 2014. 112 funds tracked by Wall St. Rank hold IAT as of Q2 2017.

St. Johns Investment Management reported no remaining iShares US Regional Banks ETF position as of Q2 2017 after selling out during the quarter.
St. Johns Investment Management sold 85 iShares US Regional Banks ETF shares in Q2 2017, an estimated $4K.
St. Johns Investment Management first reported a position in iShares US Regional Banks ETF in Q1 2014 and held it in 13 quarters.
St. Johns Investment Management's iShares US Regional Banks ETF position peaked at $868K in Q2 2014.
112 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2017.

Based on St. Johns Investment Management's 13F filing for Q2 2017, filed 13 Jul 2017.