Atria Investments’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Atria Investments’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
2020 Q1	–	Sell	-5,608	Closed	-$294K	–	851
2019 Q4	$294K	Hold	5,608	–	–	0.01%	982
2019 Q3	$277K	Hold	5,608	–	–	0.01%	742
2019 Q2	$266K	Buy	+5,608	New	+$268K	0.01%	789

Other funds holding IMCB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MTC

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

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

Atria Investments's IMCB Position: Q1 2020 in Review

Atria Investments sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2020, closing a stake of 5,608 shares — an estimated $294K sold.

Atria Investments first reported a position in IMCB in Q2 2019 and held it in 3 quarters. The position peaked at $294K in Q4 2019. 103 funds tracked by Wall St. Rank hold IMCB as of Q1 2020.

Atria Investments reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Atria Investments sold 5,608 iShares Morningstar Mid-Cap ETF shares in Q1 2020, an estimated $294K.
Atria Investments first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2019 and held it in 3 quarters.
Atria Investments's iShares Morningstar Mid-Cap ETF position peaked at $294K in Q4 2019.
103 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.