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Cavalier Investments’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cavalier Investments’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
2016
Q1 		– Sell
-181,182
Closed -$3.34M – 115
2015
Q4 		$3.34M Buy
+181,182
New +$3.34M 1.99% 7

Other funds holding IGM

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Cavalier Investments's IGM Position: Q1 2016 in Review

Cavalier Investments sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2016, closing a stake of 181,182 shares — an estimated $3.34M sold.

Cavalier Investments first reported a position in IGM in Q4 2015 and held it in 1 quarter. The position peaked at $3.34M in Q4 2015. 89 funds tracked by Wall St. Rank hold IGM as of Q1 2016.

  • Cavalier Investments reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2016 after selling out during the quarter.
  • Cavalier Investments sold 181,182 iShares Expanded Tech Sector ETF shares in Q1 2016, an estimated $3.34M.
  • Cavalier Investments first reported a position in iShares Expanded Tech Sector ETF in Q4 2015 and held it in 1 quarter.
  • Cavalier Investments's iShares Expanded Tech Sector ETF position peaked at $3.34M in Q4 2015.
  • 89 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2016.

Based on Cavalier Investments's 13F filing for Q1 2016, filed 13 May 2016.