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Winch Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

Winch Advisory Services’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 		– Sell
-37
Closed -$2K – 306
2017
Q1 		$2K Buy
+37
New +$1.71K ﹤0.01% 246

Other funds holding IAT

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Winch Advisory Services's IAT Position: Q2 2017 in Review

Winch Advisory Services sold out of iShares US Regional Banks ETF (IAT) in Q2 2017, closing a stake of 37 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in IAT in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 112 funds tracked by Wall St. Rank hold IAT as of Q2 2017.

  • Winch Advisory Services reported no remaining iShares US Regional Banks ETF position as of Q2 2017 after selling out during the quarter.
  • Winch Advisory Services sold 37 iShares US Regional Banks ETF shares in Q2 2017, an estimated $2K.
  • Winch Advisory Services first reported a position in iShares US Regional Banks ETF in Q1 2017 and held it in 1 quarter.
  • Winch Advisory Services's iShares US Regional Banks ETF position peaked at $2K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2017.

Based on Winch Advisory Services's 13F filing for Q2 2017, filed 7 Aug 2017.