Brown Advisory
IDGT icon

Brown Advisory’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Brown Advisory’s Portfolio IDGT Stock Details IDGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-64
Closed -$2K – 958
2014
Q1 		$2K Hold
64
– – ﹤0.01% 982
2013
Q4 		$2K Hold
64
– – ﹤0.01% 942
2013
Q3 		$2K Hold
64
– – ﹤0.01% 892
2013
Q2 		$2K Buy
+64
New +$1.84K ﹤0.01% 865

Other funds holding IDGT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HCMNY
Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brown Advisory's IDGT Position: Q2 2014 in Review

Brown Advisory sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2014, closing a stake of 64 shares — an estimated $2K sold.

Brown Advisory first reported a position in IDGT in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q1 2014. 41 funds tracked by Wall St. Rank hold IDGT as of Q2 2014.

  • Brown Advisory reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q2 2014 after selling out during the quarter.
  • Brown Advisory sold 64 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2014, an estimated $2K.
  • Brown Advisory first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2013 and held it in 4 quarters.
  • Brown Advisory's iShares US Digital Infrastructure and Real Estate ETF position peaked at $2K in Q1 2014.
  • 41 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2014.

Based on Brown Advisory's 13F filing for Q2 2014, filed 8 Aug 2014.