BDO Wealth Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

BDO Wealth Advisors’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
2018 Q4	–	Sell	-412	Closed	-$20K	–	585
2018 Q3	$20K	Hold	412	–	–	0.01%	382
2018 Q2	$19K	Hold	412	–	–	0.01%	389
2018 Q1	$19K	Hold	412	–	–	0.01%	332
2017 Q4	$19K	Hold	412	–	–	0.01%	279
2017 Q3	$18K	Hold	412	–	–	0.01%	267
2017 Q2	$17K	Buy	+412	New	+$17.3K	0.01%	319

Other funds holding IMCB

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

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

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

BDO Wealth Advisors's IMCB Position: Q4 2018 in Review

BDO Wealth Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2018, closing a stake of 412 shares — an estimated $20K sold.

BDO Wealth Advisors first reported a position in IMCB in Q2 2017 and held it in 6 quarters. The position peaked at $20K in Q3 2018. 103 funds tracked by Wall St. Rank hold IMCB as of Q4 2018.

BDO Wealth Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
BDO Wealth Advisors sold 412 iShares Morningstar Mid-Cap ETF shares in Q4 2018, an estimated $20K.
BDO Wealth Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2017 and held it in 6 quarters.
BDO Wealth Advisors's iShares Morningstar Mid-Cap ETF position peaked at $20K in Q3 2018.
103 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.