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Whittier Trust’s iShares US Regional Banks ETF IAT Stock Holding History

Whittier Trust’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
2020
Q3 		– Sell
-265
Closed -$9K – 1460
2020
Q2 		$9K Hold
265
– – ﹤0.01% 1080
2020
Q1 		$8K Hold
265
– – ﹤0.01% 1141
2019
Q4 		$14K Hold
265
– – ﹤0.01% 1083
2019
Q3 		$12K Hold
265
– – ﹤0.01% 1107
2019
Q2 		$12K Buy
+265
New +$12.1K ﹤0.01% 1041

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whittier Trust's IAT Position: Q3 2020 in Review

Whittier Trust sold out of iShares US Regional Banks ETF (IAT) in Q3 2020, closing a stake of 265 shares — an estimated $9K sold.

Whittier Trust first reported a position in IAT in Q2 2019 and held it in 5 quarters. The position peaked at $14K in Q4 2019. 93 funds tracked by Wall St. Rank hold IAT as of Q3 2020.

  • Whittier Trust reported no remaining iShares US Regional Banks ETF position as of Q3 2020 after selling out during the quarter.
  • Whittier Trust sold 265 iShares US Regional Banks ETF shares in Q3 2020, an estimated $9K.
  • Whittier Trust first reported a position in iShares US Regional Banks ETF in Q2 2019 and held it in 5 quarters.
  • Whittier Trust's iShares US Regional Banks ETF position peaked at $14K in Q4 2019.
  • 93 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2020.

Based on Whittier Trust's 13F filing for Q3 2020, filed 30 Oct 2020.