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

WFG Advisors’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 Q2	$3K	Hold	62	–	–	﹤0.01%	1371
2017 Q1	$3K	Hold	62	–	–	﹤0.01%	1284
2016 Q4	$3K	Hold	62	–	–	﹤0.01%	1356
2016 Q3	$2K	Hold	62	–	–	﹤0.01%	1402
2016 Q2	$2K	Hold	62	–	–	﹤0.01%	1379
2016 Q1	$2K	Hold	62	–	–	﹤0.01%	1341
2015 Q4	$2K	Hold	62	–	–	﹤0.01%	1369
2015 Q3	$2K	Hold	62	–	–	﹤0.01%	1415
2015 Q2	$2K	Hold	62	–	–	﹤0.01%	1486
2015 Q1	$2K	Buy	+62	New	+$2.11K	﹤0.01%	1542
2013 Q4	–	Sell	-402	Closed	-$12K	–	2259
2013 Q3	$12K	Buy	+402	New	+$12.3K	﹤0.01%	1457

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

BCM

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

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

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

WFG Advisors's IAT Position: Q2 2017 in Review

WFG Advisors held its iShares US Regional Banks ETF (IAT) position steady in Q2 2017 at 62 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

WFG Advisors first reported a position in IAT in Q3 2013 and has held it in 11 quarters since. The position peaked at $12K in Q3 2013. 112 funds tracked by Wall St. Rank hold IAT as of Q2 2017.

WFG Advisors held 62 shares of iShares US Regional Banks ETF worth $3K as of Q2 2017.
WFG Advisors left its iShares US Regional Banks ETF share count unchanged in Q2 2017.
iShares US Regional Banks ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1371 holding.
WFG Advisors first reported a position in iShares US Regional Banks ETF in Q3 2013 and has held it in 11 quarters since.
WFG Advisors's iShares US Regional Banks ETF position peaked at $12K in Q3 2013.
112 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.