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Cumberland Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cumberland Advisors’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-91,000
Closed -$1.24M – 46
2013
Q2 		$1.24M Buy
+91,000
New +$1.25M 0.68% 34

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
FA
Financial Advantage Columbia, Maryland $65.2M AUM 14.55% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cumberland Advisors's IGV Position: Q3 2013 in Review

Cumberland Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2013, closing a stake of 91,000 shares — an estimated $1.24M sold.

Cumberland Advisors first reported a position in IGV in Q2 2013 and held it in 1 quarter. The position peaked at $1.24M in Q2 2013. 54 funds tracked by Wall St. Rank hold IGV as of Q3 2013.

  • Cumberland Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2013 after selling out during the quarter.
  • Cumberland Advisors sold 91,000 iShares Expanded Tech-Software Sector ETF shares in Q3 2013, an estimated $1.24M.
  • Cumberland Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and held it in 1 quarter.
  • Cumberland Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $1.24M in Q2 2013.
  • 54 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2013.

Based on Cumberland Advisors's 13F filing for Q3 2013, filed 21 Oct 2013.