Financial Advocates Investment Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Financial Advocates Investment Management’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
2020 Q3	–	Sell	-50,500	Closed	-$1.7M	–	660
2020 Q2	$1.7M	Buy	+50,500	New	+$2.2M	0.16%	155

Other funds holding IMCB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Financial Advocates Investment Management's IMCB Position: Q3 2020 in Review

Financial Advocates Investment Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2020, closing a stake of 50,500 shares — an estimated $1.7M sold.

Financial Advocates Investment Management first reported a position in IMCB in Q2 2020 and held it in 1 quarter. The position peaked at $1.7M in Q2 2020. 110 funds tracked by Wall St. Rank hold IMCB as of Q3 2020.

Financial Advocates Investment Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
Financial Advocates Investment Management sold 50,500 iShares Morningstar Mid-Cap ETF shares in Q3 2020, an estimated $1.7M.
Financial Advocates Investment Management first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2020 and held it in 1 quarter.
Financial Advocates Investment Management's iShares Morningstar Mid-Cap ETF position peaked at $1.7M in Q2 2020.
110 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2020.

Based on Financial Advocates Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.