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Essex Savings Bank’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Essex Savings Bank’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
Q3 		– Sell
-228
Closed -$8K – 385
2019
Q2 		$8K Hold
228
– – ﹤0.01% 672
2019
Q1 		$8K Hold
228
– – ﹤0.01% 516
2018
Q4 		$7K Buy
+228
New +$7.05K ﹤0.01% 538

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essex Savings Bank's IGM Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2019, closing a stake of 228 shares — an estimated $8K sold.

Essex Savings Bank first reported a position in IGM in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 157 funds tracked by Wall St. Rank hold IGM as of Q3 2019.

  • Essex Savings Bank reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 228 iShares Expanded Tech Sector ETF shares in Q3 2019, an estimated $8K.
  • Essex Savings Bank first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's iShares Expanded Tech Sector ETF position peaked at $8K in Q2 2019.
  • 157 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.