Capital One Investing’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Capital One Investing’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
2019 Q3	$2.62M	Buy	72,288 +690	+1%	+$25.2K	0.61%	40
2019 Q2	$2.57M	Buy	71,598 +3,888	+6%	+$137K	0.63%	40
2019 Q1	$2.33M	Buy	67,710 +672	+1%	+$21.6K	0.62%	39
2018 Q4	$1.92M	Buy	+67,038	New	+$2.07M	0.68%	33

Other funds holding IGM

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

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

SEIA

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

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

DWM

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

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

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

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

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital One Investing's IGM Position: Q3 2019 in Review

Capital One Investing increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.96% in Q3 2019, buying an estimated $25.2K and bringing the position to 72,288 shares worth $2.62M. The position accounts for 0.61% of the portfolio, ranked #40.

Capital One Investing first reported a position in IGM in Q4 2018 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold IGM as of Q3 2019.

Capital One Investing held 72,288 shares of iShares Expanded Tech Sector ETF worth $2.62M as of Q3 2019.
Capital One Investing bought 690 iShares Expanded Tech Sector ETF shares in Q3 2019, an estimated $25.2K.
iShares Expanded Tech Sector ETF made up 0.61% of Capital One Investing's portfolio in Q3 2019, its #40 holding.
Capital One Investing first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 4 quarters since.
157 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.