Waldron Private Wealth’s iShares US Regional Banks ETF IAT Stock Holding History

Waldron Private Wealth’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
2019 Q1	–	Sell	-20,200	Closed	-$804K	–	258
2018 Q4	$804K	Buy	+20,200	New	+$915K	0.12%	85
2018 Q2	–	Sell	-4,618	Closed	-$232K	–	182
2018 Q1	$232K	Hold	4,618	–	–	0.05%	149
2017 Q4	$227K	Hold	4,618	–	–	0.05%	146
2017 Q3	$218K	Hold	4,618	–	–	0.06%	137
2017 Q2	$210K	Buy	+4,618	New	+$205K	0.07%	122

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Waldron Private Wealth's IAT Position: Q1 2019 in Review

Waldron Private Wealth sold out of iShares US Regional Banks ETF (IAT) in Q1 2019, closing a stake of 20,200 shares — an estimated $804K sold.

Waldron Private Wealth first reported a position in IAT in Q2 2017 and held it in 5 quarters. The position peaked at $804K in Q4 2018. 123 funds tracked by Wall St. Rank hold IAT as of Q1 2019.

Waldron Private Wealth reported no remaining iShares US Regional Banks ETF position as of Q1 2019 after selling out during the quarter.
Waldron Private Wealth sold 20,200 iShares US Regional Banks ETF shares in Q1 2019, an estimated $804K.
Waldron Private Wealth first reported a position in iShares US Regional Banks ETF in Q2 2017 and held it in 5 quarters.
Waldron Private Wealth's iShares US Regional Banks ETF position peaked at $804K in Q4 2018.
123 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2019.

Based on Waldron Private Wealth's 13F filing for Q1 2019, filed 1 May 2019.