Alpha Cubed Investments’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Alpha Cubed Investments’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7,500	Closed	-$253K	–	230
2017 Q4	$253K	Hold	7,500	–	–	0.03%	202
2017 Q3	$237K	Buy	+7,500	New	+$232K	0.04%	192

Other funds holding IMCG

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Alpha Cubed Investments's IMCG Position: Q1 2018 in Review

Alpha Cubed Investments sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2018, closing a stake of 7,500 shares — an estimated $253K sold.

Alpha Cubed Investments first reported a position in IMCG in Q3 2017 and held it in 2 quarters. The position peaked at $253K in Q4 2017. 61 funds tracked by Wall St. Rank hold IMCG as of Q1 2018.

Alpha Cubed Investments reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
Alpha Cubed Investments sold 7,500 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2018, an estimated $253K.
Alpha Cubed Investments first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2017 and held it in 2 quarters.
Alpha Cubed Investments's iShares Morningstar Mid-Cap Growth ETF position peaked at $253K in Q4 2017.
61 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2018.

Based on Alpha Cubed Investments's 13F filing for Q1 2018, filed 9 May 2018.