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Camarda Financial Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Camarda Financial Advisors’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-18
Closed – – 188
2013
Q3 		$0 Sell
18
-18,798
-100% -$405K ﹤0.01% 153
2013
Q2 		$378K Buy
+18,816
New +$377K 0.35% 45

Other funds holding IMCG

KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Camarda Financial Advisors's IMCG Position: Q4 2013 in Review

Camarda Financial Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2013, closing a stake of 18 shares.

Camarda Financial Advisors first reported a position in IMCG in Q2 2013 and held it in 2 quarters. The position peaked at $378K in Q2 2013. 36 funds tracked by Wall St. Rank hold IMCG as of Q4 2013.

  • Camarda Financial Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Camarda Financial Advisors sold 18 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2013.
  • Camarda Financial Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 2 quarters.
  • Camarda Financial Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $378K in Q2 2013.
  • 36 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2013.

Based on Camarda Financial Advisors's 13F filing for Q4 2013, filed 16 Jan 2014.