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

Edge 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
2017
Q3 		– Sell
-76,050
Closed -$2.08M – 930
2017
Q2 		$2.08M Sell
76,050
-15,500
-17% -$415K 0.24% 101
2017
Q1 		$2.31M Sell
91,550
-4,250
-4% -$102K 0.28% 84
2016
Q4 		$2.08M Buy
+95,800
New +$2.14M 0.27% 90

Other funds holding IGV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Edge Advisors's IGV Position: Q3 2017 in Review

Edge Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2017, closing a stake of 76,050 shares — an estimated $2.08M sold.

Edge Advisors first reported a position in IGV in Q4 2016 and held it in 3 quarters. The position peaked at $2.31M in Q1 2017. 113 funds tracked by Wall St. Rank hold IGV as of Q3 2017.

  • Edge Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2017 after selling out during the quarter.
  • Edge Advisors sold 76,050 iShares Expanded Tech-Software Sector ETF shares in Q3 2017, an estimated $2.08M.
  • Edge Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2016 and held it in 3 quarters.
  • Edge Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $2.31M in Q1 2017.
  • 113 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.