FDx Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

FDx Advisors’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-5,224	Closed	-$228K	–	1271
2017 Q3	$228K	Sell	5,224 -13,128	-72%	-$560K	0.01%	1161
2017 Q2	$775K	Sell	18,352 -3,768	-17%	-$159K	0.02%	602
2017 Q1	$921K	Buy	22,120 +1,828	+9%	+$75.1K	0.03%	551
2016 Q4	$798K	Buy	+20,292	New	+$783K	0.02%	598

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FDx Advisors's IMCB Position: Q4 2017 in Review

FDx Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2017, closing a stake of 5,224 shares — an estimated $228K sold.

FDx Advisors first reported a position in IMCB in Q4 2016 and held it in 4 quarters. The position peaked at $921K in Q1 2017. 87 funds tracked by Wall St. Rank hold IMCB as of Q4 2017.

FDx Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
FDx Advisors sold 5,224 iShares Morningstar Mid-Cap ETF shares in Q4 2017, an estimated $228K.
FDx Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2016 and held it in 4 quarters.
FDx Advisors's iShares Morningstar Mid-Cap ETF position peaked at $921K in Q1 2017.
87 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2017.

Based on FDx Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.