CIBC World Market
IMCV icon

CIBC World Market’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

CIBC World Market’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,718
Closed -$430K – 925
2017
Q2 		$430K Sell
8,718
-1,455
-14% -$71.5K ﹤0.01% 887
2017
Q1 		$503K Buy
10,173
+687
+7% +$33.9K ﹤0.01% 742
2016
Q4 		$457K Buy
+9,486
New +$439K ﹤0.01% 825

Other funds holding IMCV

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return

CIBC World Market's IMCV Position: Q3 2017 in Review

CIBC World Market sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2017, closing a stake of 8,718 shares — an estimated $430K sold.

CIBC World Market first reported a position in IMCV in Q4 2016 and held it in 3 quarters. The position peaked at $503K in Q1 2017. 58 funds tracked by Wall St. Rank hold IMCV as of Q3 2017.

  • CIBC World Market reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q3 2017 after selling out during the quarter.
  • CIBC World Market sold 8,718 iShares Morningstar Mid-Cap Value ETF shares in Q3 2017, an estimated $430K.
  • CIBC World Market first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2016 and held it in 3 quarters.
  • CIBC World Market's iShares Morningstar Mid-Cap Value ETF position peaked at $503K in Q1 2017.
  • 58 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2017.

Based on CIBC World Market's 13F filing for Q3 2017, filed 13 Nov 2017.