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

Whitener Capital Management’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 Q4	–	Sell	-200	Closed	-$9K	–	263
2019 Q3	$9K	Hold	200	–	–	﹤0.01%	360
2019 Q2	$9K	Buy	200 +100	+100%	+$4.56K	0.01%	357
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	397
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	385
2018 Q3	$4K	Buy	+100	New	+$5.11K	﹤0.01%	385
2018 Q2	–	Sell	-100	Closed	-$5K	–	234
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	385
2017 Q4	$4K	Buy	+100	New	+$4.8K	﹤0.01%	375

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Whitener Capital Management's IAT Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q4 2019, closing a stake of 200 shares — an estimated $9K sold.

Whitener Capital Management first reported a position in IAT in Q4 2017 and held it in 7 quarters. The position peaked at $9K in Q3 2019. 111 funds tracked by Wall St. Rank hold IAT as of Q4 2019.

Whitener Capital Management reported no remaining iShares US Regional Banks ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 200 iShares US Regional Banks ETF shares in Q4 2019, an estimated $9K.
Whitener Capital Management first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares US Regional Banks ETF position peaked at $9K in Q3 2019.
111 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.