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CapWealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

CapWealth Advisors’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
2014
Q3 		– Sell
-192
Closed -$3K – 373
2014
Q2 		$3K Buy
+192
New +$2.92K ﹤0.01% 314

Other funds holding IGM

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return

CapWealth Advisors's IGM Position: Q3 2014 in Review

CapWealth Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2014, closing a stake of 192 shares — an estimated $3K sold.

CapWealth Advisors first reported a position in IGM in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 80 funds tracked by Wall St. Rank hold IGM as of Q3 2014.

  • CapWealth Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2014 after selling out during the quarter.
  • CapWealth Advisors sold 192 iShares Expanded Tech Sector ETF shares in Q3 2014, an estimated $3K.
  • CapWealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2014 and held it in 1 quarter.
  • CapWealth Advisors's iShares Expanded Tech Sector ETF position peaked at $3K in Q2 2014.
  • 80 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2014.

Based on CapWealth Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.