Atherton Lane Advisers’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$371K	Hold	10,380	–	–	0.02%	159
2015 Q3	$358K	Hold	10,380	–	–	0.02%	159
2015 Q2	$392K	Hold	10,380	–	–	0.02%	155
2015 Q1	$399K	Hold	10,380	–	–	0.02%	183
2014 Q4	$383K	Hold	10,380	–	–	0.02%	198
2014 Q3	$361K	Buy	10,380 +1,260	+14%	+$44.5K	0.02%	201
2014 Q2	$322K	Buy	+9,120	New	+$310K	0.02%	214

Other funds holding IMCB

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

RJA

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

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

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

RJFSA

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

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

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

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

Atherton Lane Advisers's IMCB Position: Q4 2015 in Review

Atherton Lane Advisers held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q4 2015 at 10,380 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #159.

Atherton Lane Advisers first reported a position in IMCB in Q2 2014 and has held it in 7 quarters since. The position peaked at $399K in Q1 2015. 64 funds tracked by Wall St. Rank hold IMCB as of Q4 2015.

Atherton Lane Advisers held 10,380 shares of iShares Morningstar Mid-Cap ETF worth $371K as of Q4 2015.
Atherton Lane Advisers left its iShares Morningstar Mid-Cap ETF share count unchanged in Q4 2015.
iShares Morningstar Mid-Cap ETF made up 0.02% of Atherton Lane Advisers's portfolio in Q4 2015, its #159 holding.
Atherton Lane Advisers first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's iShares Morningstar Mid-Cap ETF position peaked at $399K in Q1 2015.
64 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.