American Economic Planning Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

American Economic Planning Group’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
2019 Q3	–	Sell	-5,034	Closed	-$211K	–	92
2019 Q2	$211K	Sell	5,034 -354	-7%	-$14.3K	0.06%	88
2019 Q1	$211K	Buy	+5,388	New	+$198K	0.07%	83
2018 Q4	–	Sell	-7,404	Closed	-$291K	–	80
2018 Q3	$291K	Buy	+7,404	New	+$283K	0.1%	55
2017 Q2	–	Sell	-7,608	Closed	-$221K	–	77
2017 Q1	$221K	Buy	7,608 +12	+0.2%	+$341	0.09%	70
2016 Q4	$205K	Buy	7,596 +24	+0.3%	+$643	0.09%	60
2016 Q3	$206K	Buy	+7,572	New	+$204K	0.08%	58

Other funds holding IMCG

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

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

MTC

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

RJA

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

American Economic Planning Group's IMCG Position: Q3 2019 in Review

American Economic Planning Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2019, closing a stake of 5,034 shares — an estimated $211K sold.

American Economic Planning Group first reported a position in IMCG in Q3 2016 and held it in 6 quarters. The position peaked at $291K in Q3 2018. 97 funds tracked by Wall St. Rank hold IMCG as of Q3 2019.

American Economic Planning Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
American Economic Planning Group sold 5,034 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2019, an estimated $211K.
American Economic Planning Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2016 and held it in 6 quarters.
American Economic Planning Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $291K in Q3 2018.
97 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.