Bessemer Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bessemer Group’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
2019 Q1	–	Sell	-4,290	Closed	-$123K	–	1855
2018 Q4	$123K	Buy	4,290 +3,006	+234%	+$93K	﹤0.01%	1107
2018 Q3	$45K	Buy	+1,284	New	+$43.6K	﹤0.01%	1295
2015 Q3	–	Sell	-2,400	Closed	-$41K	–	1670
2015 Q2	$41K	Hold	2,400	–	–	﹤0.01%	1004
2015 Q1	$41K	Buy	+2,400	New	+$41.1K	﹤0.01%	1000
2013 Q3	–	Sell	-5,148	Closed	-$64K	–	1303
2013 Q2	$64K	Buy	+5,148	New	+$63.6K	﹤0.01%	727

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

Bessemer Group's IGM Position: Q1 2019 in Review

Bessemer Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2019, closing a stake of 4,290 shares — an estimated $123K sold.

Bessemer Group first reported a position in IGM in Q2 2013 and held it in 5 quarters. The position peaked at $123K in Q4 2018. 153 funds tracked by Wall St. Rank hold IGM as of Q1 2019.

Bessemer Group reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2019 after selling out during the quarter.
Bessemer Group sold 4,290 iShares Expanded Tech Sector ETF shares in Q1 2019, an estimated $123K.
Bessemer Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and held it in 5 quarters.
Bessemer Group's iShares Expanded Tech Sector ETF position peaked at $123K in Q4 2018.
153 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2019.

Based on Bessemer Group's 13F filing for Q1 2019, filed 13 May 2019.