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

Vestor Capital’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	-48,930	Closed	-$2.4M	–	121
2018 Q2	$2.4M	Sell	48,930 -260	-0.5%	-$13.3K	0.49%	59
2018 Q1	$2.48M	Buy	49,190 +1,346	+3%	+$70.3K	0.51%	56
2017 Q4	$2.36M	Sell	47,844 -59	-0.1%	-$2.83K	0.51%	56
2017 Q3	$2.26M	Buy	47,903 +665	+1%	+$30.1K	0.51%	54
2017 Q2	$2.15M	Sell	47,238 -222	-0.5%	-$9.87K	0.52%	55
2017 Q1	$2.13M	Buy	+47,460	New	+$2.19M	0.46%	66

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

Vestor Capital's IAT Position: Q3 2018 in Review

Vestor Capital sold out of iShares US Regional Banks ETF (IAT) in Q3 2018, closing a stake of 48,930 shares — an estimated $2.4M sold.

Vestor Capital first reported a position in IAT in Q1 2017 and held it in 6 quarters. The position peaked at $2.48M in Q1 2018. 133 funds tracked by Wall St. Rank hold IAT as of Q3 2018.

Vestor Capital reported no remaining iShares US Regional Banks ETF position as of Q3 2018 after selling out during the quarter.
Vestor Capital sold 48,930 iShares US Regional Banks ETF shares in Q3 2018, an estimated $2.4M.
Vestor Capital first reported a position in iShares US Regional Banks ETF in Q1 2017 and held it in 6 quarters.
Vestor Capital's iShares US Regional Banks ETF position peaked at $2.48M in Q1 2018.
133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2018.

Based on Vestor Capital's 13F filing for Q3 2018, filed 19 Nov 2018.