TD Asset Management
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TD Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

TD Asset 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
Q3 		– Sell
-18,366
Closed -$358K – 1324
2014
Q2 		$358K Hold
18,366
– – ﹤0.01% 1114
2014
Q1 		$358K Hold
18,366
– – ﹤0.01% 1114
2013
Q4 		$358K Hold
18,366
– – ﹤0.01% 1103
2013
Q3 		$358K Sell
18,366
-10,819
-37% -$331K ﹤0.01% 1060
2013
Q2 		$569K Buy
+29,185
New +$806K ﹤0.01% 916

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

TD Asset Management's IAT Position: Q3 2014 in Review

TD Asset Management sold out of iShares US Regional Banks ETF (IAT) in Q3 2014, closing a stake of 18,366 shares — an estimated $358K sold.

TD Asset Management first reported a position in IAT in Q2 2013 and held it in 5 quarters. The position peaked at $569K in Q2 2013. 70 funds tracked by Wall St. Rank hold IAT as of Q3 2014.

  • TD Asset Management reported no remaining iShares US Regional Banks ETF position as of Q3 2014 after selling out during the quarter.
  • TD Asset Management sold 18,366 iShares US Regional Banks ETF shares in Q3 2014, an estimated $358K.
  • TD Asset Management first reported a position in iShares US Regional Banks ETF in Q2 2013 and held it in 5 quarters.
  • TD Asset Management's iShares US Regional Banks ETF position peaked at $569K in Q2 2013.
  • 70 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2014.

Based on TD Asset Management's 13F filing for Q3 2014, filed 6 Nov 2014.