Advantage Investment Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Advantage Investment Management’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	763
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	768
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	759
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	811
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	845
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	769
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	803
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	823
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	854
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	870
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	832
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	777
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	763
2016 Q2	$4K	Hold	100	–	–	﹤0.01%	727
2016 Q1	$4K	Hold	100	–	–	﹤0.01%	707
2015 Q4	$4K	Hold	100	–	–	﹤0.01%	714
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	715
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	719
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	711
2014 Q4	$4K	Buy	+100	New	+$3.57K	﹤0.01%	639

Other funds holding IMCB

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advantage Investment Management's IMCB Position: Q3 2019 in Review

Advantage Investment Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2019 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Advantage Investment Management first reported a position in IMCB in Q4 2014 and has held it in 20 quarters since. 116 funds tracked by Wall St. Rank hold IMCB as of Q3 2019.

Advantage Investment Management held 100 shares of iShares Morningstar Mid-Cap ETF worth $5K as of Q3 2019.
Advantage Investment Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2019.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #763 holding.
Advantage Investment Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2014 and has held it in 20 quarters since.
116 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.