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USCA RIA’s iShares US Regional Banks ETF IAT Stock Holding History

USCA RIA’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
Q4 		– Sell
-34,139
Closed -$1.67M – 444
2018
Q3 		$1.67M Buy
34,139
+14,353
+73% +$734K 0.17% 168
2018
Q2 		$973K Sell
19,786
-3,092
-14% -$158K 0.1% 226
2018
Q1 		$1.15M Sell
22,878
-318
-1% -$16.6K 0.13% 204
2017
Q4 		$1.14M Buy
23,196
+9,366
+68% +$449K 0.13% 185
2017
Q3 		$630K Hold
13,830
– – 0.08% 242
2017
Q2 		$630K Buy
13,830
+1,470
+12% +$65.4K 0.08% 243
2017
Q1 		$554K Sell
12,360
-997
-7% -$46K 0.08% 252
2016
Q4 		$606K Buy
+13,357
New +$541K 0.09% 228

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HCMNY
Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

USCA RIA's IAT Position: Q4 2018 in Review

USCA RIA sold out of iShares US Regional Banks ETF (IAT) in Q4 2018, closing a stake of 34,139 shares — an estimated $1.67M sold.

USCA RIA first reported a position in IAT in Q4 2016 and held it in 8 quarters. The position peaked at $1.67M in Q3 2018. 116 funds tracked by Wall St. Rank hold IAT as of Q4 2018.

  • USCA RIA reported no remaining iShares US Regional Banks ETF position as of Q4 2018 after selling out during the quarter.
  • USCA RIA sold 34,139 iShares US Regional Banks ETF shares in Q4 2018, an estimated $1.67M.
  • USCA RIA first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 8 quarters.
  • USCA RIA's iShares US Regional Banks ETF position peaked at $1.67M in Q3 2018.
  • 116 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2018.

Based on USCA RIA's 13F filing for Q4 2018, filed 12 Feb 2019.