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1919 Investment Counsel’s iShares Expanded Tech Sector ETF IGM Stock Holding History

1919 Investment Counsel’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$333K Hold
20,400
– – 0.01% 488
2014
Q2 		$324K Hold
20,400
– – 0.01% 492
2014
Q1 		$310K Hold
20,400
– – 0.01% 485
2013
Q4 		$305K Buy
+20,400
New +$286K 0.01% 486

Other funds holding IGM

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return

1919 Investment Counsel's IGM Position: Q3 2014 in Review

1919 Investment Counsel held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2014 at 20,400 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #488.

1919 Investment Counsel first reported a position in IGM in Q4 2013 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold IGM as of Q3 2014.

  • 1919 Investment Counsel held 20,400 shares of iShares Expanded Tech Sector ETF worth $333K as of Q3 2014.
  • 1919 Investment Counsel left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2014.
  • iShares Expanded Tech Sector ETF made up 0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #488 holding.
  • 1919 Investment Counsel first reported a position in iShares Expanded Tech Sector ETF in Q4 2013 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.