Central Trust Company’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Central Trust Company’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-60	Closed	-$3K	–	1083
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	976
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	1069
2019 Q4	$3K	Hold	60	–	–	﹤0.01%	1103
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	1081
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	1067
2019 Q1	$3K	Hold	60	–	–	﹤0.01%	1042
2018 Q4	$2K	Hold	60	–	–	﹤0.01%	1103
2018 Q3	$3K	Hold	60	–	–	﹤0.01%	1157
2018 Q2	$3K	Hold	60	–	–	﹤0.01%	1159
2018 Q1	$3K	Sell	60 -60	-50%	-$2.8K	﹤0.01%	1177
2017 Q4	$6K	Hold	120	–	–	﹤0.01%	1060
2017 Q3	$5K	Hold	120	–	–	﹤0.01%	1048
2017 Q2	$5K	Buy	+120	New	+$5.05K	﹤0.01%	1045

Other funds holding IMCB

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Central Trust Company's IMCB Position: Q3 2020 in Review

Central Trust Company sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2020, closing a stake of 60 shares — an estimated $3K sold.

Central Trust Company first reported a position in IMCB in Q2 2017 and held it in 13 quarters. The position peaked at $6K in Q4 2017. 110 funds tracked by Wall St. Rank hold IMCB as of Q3 2020.

Central Trust Company reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
Central Trust Company sold 60 iShares Morningstar Mid-Cap ETF shares in Q3 2020, an estimated $3K.
Central Trust Company first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2017 and held it in 13 quarters.
Central Trust Company's iShares Morningstar Mid-Cap ETF position peaked at $6K in Q4 2017.
110 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2020.

Based on Central Trust Company's 13F filing for Q3 2020, filed 22 Oct 2020.