William Harris Investors’s iShares US Regional Banks ETF IAT Stock Holding History

William Harris Investors’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
2016 Q4	$741K	Buy	+16,339	New	+$661K	0.21%	51

Other funds holding IAT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NCA

New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return

William Harris Investors's IAT Position: Q4 2016 in Review

William Harris Investors opened a new position in iShares US Regional Banks ETF (IAT) in Q4 2016: 16,339 shares worth $741K. The stake represents 0.21% of the portfolio and ranks #51 among its holdings.

109 funds tracked by Wall St. Rank hold IAT as of Q4 2016.

William Harris Investors held 16,339 shares of iShares US Regional Banks ETF worth $741K as of Q4 2016.
iShares US Regional Banks ETF was a new William Harris Investors position in Q4 2016.
iShares US Regional Banks ETF made up 0.21% of William Harris Investors's portfolio in Q4 2016, its #51 holding.
109 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2016.

Based on William Harris Investors's 13F filing for Q4 2016, filed 7 Feb 2017.