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Westwood Holdings Group’s iShares US Regional Banks ETF IAT Stock Holding History

Westwood Holdings Group’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
2017
Q3 		– Sell
-1,000
Closed -$46K – 469
2017
Q2 		$46K Buy
+1,000
New +$44.5K ﹤0.01% 453

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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

Westwood Holdings Group's IAT Position: Q3 2017 in Review

Westwood Holdings Group sold out of iShares US Regional Banks ETF (IAT) in Q3 2017, closing a stake of 1,000 shares — an estimated $46K sold.

Westwood Holdings Group first reported a position in IAT in Q2 2017 and held it in 1 quarter. The position peaked at $46K in Q2 2017. 103 funds tracked by Wall St. Rank hold IAT as of Q3 2017.

  • Westwood Holdings Group reported no remaining iShares US Regional Banks ETF position as of Q3 2017 after selling out during the quarter.
  • Westwood Holdings Group sold 1,000 iShares US Regional Banks ETF shares in Q3 2017, an estimated $46K.
  • Westwood Holdings Group first reported a position in iShares US Regional Banks ETF in Q2 2017 and held it in 1 quarter.
  • Westwood Holdings Group's iShares US Regional Banks ETF position peaked at $46K in Q2 2017.
  • 103 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2017.

Based on Westwood Holdings Group's 13F filing for Q3 2017, filed 14 Nov 2017.