Syntal Capital Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Syntal Capital Partners’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
2018 Q3	–	Sell	-5,018	Closed	-$246K	–	153
2018 Q2	$246K	Hold	5,018	–	–	0.09%	123
2018 Q1	$252K	Hold	5,018	–	–	0.09%	126
2017 Q4	$247K	Buy	+5,018	New	+$241K	0.08%	145

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Syntal Capital Partners's IAT Position: Q3 2018 in Review

Syntal Capital Partners sold out of iShares US Regional Banks ETF (IAT) in Q3 2018, closing a stake of 5,018 shares — an estimated $246K sold.

Syntal Capital Partners first reported a position in IAT in Q4 2017 and held it in 3 quarters. The position peaked at $252K in Q1 2018. 133 funds tracked by Wall St. Rank hold IAT as of Q3 2018.

Syntal Capital Partners reported no remaining iShares US Regional Banks ETF position as of Q3 2018 after selling out during the quarter.
Syntal Capital Partners sold 5,018 iShares US Regional Banks ETF shares in Q3 2018, an estimated $246K.
Syntal Capital Partners first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 3 quarters.
Syntal Capital Partners's iShares US Regional Banks ETF position peaked at $252K in Q1 2018.
133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2018.

Based on Syntal Capital Partners's 13F filing for Q3 2018, filed 14 Nov 2018.