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Fort Pitt Capital Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Fort Pitt Capital Group’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
2021
Q1 		– Sell
-148
Closed -$9K – 232
2020
Q4 		$9K Buy
+148
New +$8.1K ﹤0.01% 288

Other funds holding IMCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fort Pitt Capital Group's IMCB Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2021, closing a stake of 148 shares — an estimated $9K sold.

Fort Pitt Capital Group first reported a position in IMCB in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 118 funds tracked by Wall St. Rank hold IMCB as of Q1 2021.

  • Fort Pitt Capital Group reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Fort Pitt Capital Group sold 148 iShares Morningstar Mid-Cap ETF shares in Q1 2021, an estimated $9K.
  • Fort Pitt Capital Group first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Fort Pitt Capital Group's iShares Morningstar Mid-Cap ETF position peaked at $9K in Q4 2020.
  • 118 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.