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Credit Suisse’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Credit Suisse’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
2020
Q4 		– Sell
-75,018
Closed -$3.86M – 4375
2020
Q3 		$3.86M Hold
75,018
– – ﹤0.01% 1959
2020
Q2 		$3.49M Sell
75,018
-32,430
-30% -$1.36M ﹤0.01% 1948
2020
Q1 		$3.79M Sell
107,448
-161,166
-60% -$6.46M ﹤0.01% 1713
2019
Q4 		$10.8M Sell
268,614
-188,490
-41% -$7.18M 0.01% 1364
2019
Q3 		$16.5M Buy
457,104
+381,330
+503% +$13.9M 0.01% 1030
2019
Q2 		$2.72M Buy
+75,774
New +$2.68M ﹤0.01% 2219
2019
Q1 		– Sell
-299,028
Closed -$8.56M – 4053
2018
Q4 		$8.56M Buy
299,028
+292,176
+4,264% +$9.03M 0.01% 1240
2018
Q3 		$239K Sell
6,852
-156,066
-96% -$5.3M ﹤0.01% 3609
2018
Q2 		$5.24M Sell
162,918
-277,278
-63% -$8.74M 0.01% 1706
2018
Q1 		$13.2M Buy
440,196
+189,120
+75% +$5.74M 0.01% 1092
2017
Q4 		$7.06M Buy
251,076
+134,556
+115% +$3.72M 0.01% 1520
2017
Q3 		$3.02M Buy
116,520
+5,388
+5% +$136K ﹤0.01% 2199
2017
Q2 		$2.68M Buy
111,132
+67,212
+153% +$1.61M ﹤0.01% 2039
2017
Q1 		$1.01M Buy
+43,920
New +$976K ﹤0.01% 2854
2016
Q4 		– Sell
-144,060
Closed -$2.97M – 4149
2016
Q3 		$2.97M Sell
144,060
-179,832
-56% -$3.56M ﹤0.01% 2083
2016
Q2 		$5.94M Buy
323,892
+22,500
+7% +$412K 0.01% 1506
2016
Q1 		$5.56M Buy
301,392
+274,440
+1,018% +$4.72M 0.01% 1448
2015
Q4 		$497K Sell
26,952
-161,226
-86% -$2.97M ﹤0.01% 3385
2015
Q3 		$3.15M Sell
188,178
-186,384
-50% -$3.23M ﹤0.01% 1922
2015
Q2 		$6.47M Buy
374,562
+256,848
+218% +$4.55M 0.01% 1543
2015
Q1 		$2.02M Sell
117,714
-163,692
-58% -$2.8M ﹤0.01% 2386
2014
Q4 		$4.78M Buy
281,406
+258,738
+1,141% +$4.27M ﹤0.01% 1795
2014
Q3 		$370K Sell
22,668
-52,260
-70% -$851K ﹤0.01% 3821
2014
Q2 		$1.19M Sell
74,928
-285,570
-79% -$4.35M ﹤0.01% 3130
2014
Q1 		$5.47M Buy
360,498
+332,178
+1,173% +$5M 0.01% 1688
2013
Q4 		$423K Buy
+28,320
New +$397K ﹤0.01% 3868
2013
Q3 		– Sell
-60,078
Closed -$745K – 4275
2013
Q2 		$745K Buy
+60,078
New +$742K ﹤0.01% 3023

Other funds holding IGM

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse's IGM Position: Q4 2020 in Review

Credit Suisse sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2020, closing a stake of 75,018 shares — an estimated $3.86M sold.

Credit Suisse first reported a position in IGM in Q2 2013 and held it in 27 quarters. The position peaked at $16.5M in Q3 2019. 242 funds tracked by Wall St. Rank hold IGM as of Q4 2020.

  • Credit Suisse reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2020 after selling out during the quarter.
  • Credit Suisse sold 75,018 iShares Expanded Tech Sector ETF shares in Q4 2020, an estimated $3.86M.
  • Credit Suisse first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and held it in 27 quarters.
  • Credit Suisse's iShares Expanded Tech Sector ETF position peaked at $16.5M in Q3 2019.
  • 242 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2020.

Based on Credit Suisse's 13F filing for Q4 2020, filed 12 Feb 2021.