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Credit Suisse’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Credit Suisse’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-137,916
Closed -$3.4M – 4645
2014
Q3 		$3.4M Buy
137,916
+32,664
+31% +$814K ﹤0.01% 2058
2014
Q2 		$2.63M Buy
+105,252
New +$2.53M ﹤0.01% 2482
2014
Q1 		– Sell
-216,054
Closed -$5.13M – 4767
2013
Q4 		$5.13M Buy
216,054
+82,398
+62% +$1.87M 0.01% 1826
2013
Q3 		$2.96M Buy
133,656
+79,098
+145% +$1.7M ﹤0.01% 2070
2013
Q2 		$1.1M Buy
+54,558
New +$1.09M ﹤0.01% 2718

Other funds holding IMCG

KFA
Kays Financial Advisory Atlanta, Georgia $622M AUM 9.93% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return