Blue Granite Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Blue Granite Capital’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
2017 Q4	$26K	Sell	900 -150	-14%	-$4.15K	0.02%	92
2017 Q3	$27K	Buy	1,050 +150	+17%	+$3.79K	0.02%	121
2017 Q2	$22K	Hold	900	–	–	0.01%	101
2017 Q1	$21K	Hold	900	–	–	0.01%	94
2016 Q4	$19K	Buy	+900	New	+$18.5K	0.01%	91

Other funds holding IGM

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

SEIA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

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

Blue Granite Capital's IGM Position: Q4 2017 in Review

Blue Granite Capital reduced its iShares Expanded Tech Sector ETF (IGM) stake by 14% in Q4 2017, selling an estimated $4.15K and leaving 900 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #92.

Blue Granite Capital first reported a position in IGM in Q4 2016 and has held it in 5 quarters since. The position peaked at $27K in Q3 2017. 123 funds tracked by Wall St. Rank hold IGM as of Q4 2017.

Blue Granite Capital held 900 shares of iShares Expanded Tech Sector ETF worth $26K as of Q4 2017.
Blue Granite Capital sold 150 iShares Expanded Tech Sector ETF shares in Q4 2017, an estimated $4.15K.
iShares Expanded Tech Sector ETF made up 0.02% of Blue Granite Capital's portfolio in Q4 2017, its #92 holding.
Blue Granite Capital first reported a position in iShares Expanded Tech Sector ETF in Q4 2016 and has held it in 5 quarters since.
Blue Granite Capital's iShares Expanded Tech Sector ETF position peaked at $27K in Q3 2017.
123 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2017.

Based on Blue Granite Capital's 13F filing for Q4 2017, filed 14 Feb 2018.