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AmeriServ Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

AmeriServ Wealth Advisors’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
2015
Q3 		– Sell
-300
Closed -$5K – 107
2015
Q2 		$5K Buy
+300
New +$5.32K 0.01% 138

Other funds holding IGM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AmeriServ Wealth Advisors's IGM Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2015, closing a stake of 300 shares — an estimated $5K sold.

AmeriServ Wealth Advisors first reported a position in IGM in Q2 2015 and held it in 1 quarter. The position peaked at $5K in Q2 2015. 84 funds tracked by Wall St. Rank hold IGM as of Q3 2015.

  • AmeriServ Wealth Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2015 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 300 iShares Expanded Tech Sector ETF shares in Q3 2015, an estimated $5K.
  • AmeriServ Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2015 and held it in 1 quarter.
  • AmeriServ Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $5K in Q2 2015.
  • 84 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.