Stableford Capital II’s iShares US Regional Banks ETF IAT Stock Holding History

Stableford Capital II’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	-39,729	Closed	-$1.78M	–	116
2017 Q1	$1.78M	Sell	39,729 -4,752	-11%	-$219K	1.55%	22
2016 Q4	$2.02M	Buy	+44,481	New	+$1.8M	2.59%	13

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

Stableford Capital II's IAT Position: Q2 2017 in Review

Stableford Capital II sold out of iShares US Regional Banks ETF (IAT) in Q2 2017, closing a stake of 39,729 shares — an estimated $1.78M sold.

Stableford Capital II first reported a position in IAT in Q4 2016 and held it in 2 quarters. The position peaked at $2.02M in Q4 2016. 112 funds tracked by Wall St. Rank hold IAT as of Q2 2017.

Stableford Capital II reported no remaining iShares US Regional Banks ETF position as of Q2 2017 after selling out during the quarter.
Stableford Capital II sold 39,729 iShares US Regional Banks ETF shares in Q2 2017, an estimated $1.78M.
Stableford Capital II first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 2 quarters.
Stableford Capital II's iShares US Regional Banks ETF position peaked at $2.02M in Q4 2016.
112 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2017.

Based on Stableford Capital II's 13F filing for Q2 2017, filed 10 Feb 2021.