Bessemer Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bessemer Group’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
2017 Q2	–	Sell	-84,220	Closed	-$3.51M	–	1869
2017 Q1	$3.51M	Buy	+84,220	New	+$3.46M	0.01%	370

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bessemer Group's IMCB Position: Q2 2017 in Review

Bessemer Group sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2017, closing a stake of 84,220 shares — an estimated $3.51M sold.

Bessemer Group first reported a position in IMCB in Q1 2017 and held it in 1 quarter. The position peaked at $3.51M in Q1 2017. 80 funds tracked by Wall St. Rank hold IMCB as of Q2 2017.

Bessemer Group reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2017 after selling out during the quarter.
Bessemer Group sold 84,220 iShares Morningstar Mid-Cap ETF shares in Q2 2017, an estimated $3.51M.
Bessemer Group first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2017 and held it in 1 quarter.
Bessemer Group's iShares Morningstar Mid-Cap ETF position peaked at $3.51M in Q1 2017.
80 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2017.

Based on Bessemer Group's 13F filing for Q2 2017, filed 28 Jul 2017.