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Strategic Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Strategic 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
-57,000
Closed -$1.88M – 31
2013
Q4 		$1.88M Buy
+57,000
New +$1.8M 1.91% 14

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

Strategic Wealth Management's IAT Position: Q1 2014 in Review

Strategic Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q1 2014, closing a stake of 57,000 shares — an estimated $1.88M sold.

Strategic Wealth Management first reported a position in IAT in Q4 2013 and held it in 1 quarter. The position peaked at $1.88M in Q4 2013. 65 funds tracked by Wall St. Rank hold IAT as of Q1 2014.

  • Strategic Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q1 2014 after selling out during the quarter.
  • Strategic Wealth Management sold 57,000 iShares US Regional Banks ETF shares in Q1 2014, an estimated $1.88M.
  • Strategic Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2013 and held it in 1 quarter.
  • Strategic Wealth Management's iShares US Regional Banks ETF position peaked at $1.88M in Q4 2013.
  • 65 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2014.

Based on Strategic Wealth Management's 13F filing for Q1 2014, filed 24 Apr 2014.