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WESPAC Advisors SoCal’s iShares US Regional Banks ETF IAT Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-1,077
Closed -$54K – 158
2018
Q1 		$54K Buy
+1,077
New +$56.3K 0.03% 111

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WESPAC Advisors SoCal's IAT Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of iShares US Regional Banks ETF (IAT) in Q2 2018, closing a stake of 1,077 shares — an estimated $54K sold.

WESPAC Advisors SoCal first reported a position in IAT in Q1 2018 and held it in 1 quarter. The position peaked at $54K in Q1 2018. 137 funds tracked by Wall St. Rank hold IAT as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining iShares US Regional Banks ETF position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1,077 iShares US Regional Banks ETF shares in Q2 2018, an estimated $54K.
  • WESPAC Advisors SoCal first reported a position in iShares US Regional Banks ETF in Q1 2018 and held it in 1 quarter.
  • WESPAC Advisors SoCal's iShares US Regional Banks ETF position peaked at $54K in Q1 2018.
  • 137 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.