First Heartland Consultants’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

First Heartland Consultants’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
2014 Q2	–	Sell	-10,376	Closed	-$350K	–	255
2014 Q1	$350K	Buy	+10,376	New	+$341K	0.17%	149

Other funds holding IMCB

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

First Heartland Consultants's IMCB Position: Q2 2014 in Review

First Heartland Consultants sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2014, closing a stake of 10,376 shares — an estimated $350K sold.

First Heartland Consultants first reported a position in IMCB in Q1 2014 and held it in 1 quarter. The position peaked at $350K in Q1 2014. 39 funds tracked by Wall St. Rank hold IMCB as of Q2 2014.

First Heartland Consultants reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2014 after selling out during the quarter.
First Heartland Consultants sold 10,376 iShares Morningstar Mid-Cap ETF shares in Q2 2014, an estimated $350K.
First Heartland Consultants first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2014 and held it in 1 quarter.
First Heartland Consultants's iShares Morningstar Mid-Cap ETF position peaked at $350K in Q1 2014.
39 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2014.

Based on First Heartland Consultants's 13F filing for Q2 2014, filed 16 Jul 2014.