Copperwynd Financial
IGM icon

Copperwynd Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Copperwynd Financial’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
Q1 		– Sell
-82,530
Closed -$2.36M – 106
2018
Q4 		$2.36M Sell
82,530
-9,276
-10% -$287K 1.46% 14
2018
Q3 		$3.2M Buy
+91,806
New +$3.12M 1.94% 18

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Copperwynd Financial's IGM Position: Q1 2019 in Review

Copperwynd Financial sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2019, closing a stake of 82,530 shares — an estimated $2.36M sold.

Copperwynd Financial first reported a position in IGM in Q3 2018 and held it in 2 quarters. The position peaked at $3.2M in Q3 2018. 153 funds tracked by Wall St. Rank hold IGM as of Q1 2019.

  • Copperwynd Financial reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2019 after selling out during the quarter.
  • Copperwynd Financial sold 82,530 iShares Expanded Tech Sector ETF shares in Q1 2019, an estimated $2.36M.
  • Copperwynd Financial first reported a position in iShares Expanded Tech Sector ETF in Q3 2018 and held it in 2 quarters.
  • Copperwynd Financial's iShares Expanded Tech Sector ETF position peaked at $3.2M in Q3 2018.
  • 153 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2019.

Based on Copperwynd Financial's 13F filing for Q1 2019, filed 13 May 2019.