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Bristol County Savings Bank’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bristol County Savings Bank’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 		$6.19M Sell
219,978
-4,080
-2% -$113K 5.79% 2
2017
Q3 		$5.8M Buy
+224,058
New +$5.66M 5.77% 2

Other funds holding IGM

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bristol County Savings Bank's IGM Position: Q4 2017 in Review

Bristol County Savings Bank reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.8% in Q4 2017, selling an estimated $113K and leaving 219,978 shares worth $6.19M. The position accounts for 5.79% of the portfolio, ranked #2.

Bristol County Savings Bank first reported a position in IGM in Q3 2017 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold IGM as of Q4 2017.

  • Bristol County Savings Bank held 219,978 shares of iShares Expanded Tech Sector ETF worth $6.19M as of Q4 2017.
  • Bristol County Savings Bank sold 4,080 iShares Expanded Tech Sector ETF shares in Q4 2017, an estimated $113K.
  • iShares Expanded Tech Sector ETF made up 5.79% of Bristol County Savings Bank's portfolio in Q4 2017, its #2 holding.
  • Bristol County Savings Bank first reported a position in iShares Expanded Tech Sector ETF in Q3 2017 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2017.

Based on Bristol County Savings Bank's 13F filing for Q4 2017, filed 23 Jan 2018.