Fusion Family Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Fusion Family Wealth’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
2018 Q3	–	Sell	-1,200	Closed	-$39K	–	283
2018 Q2	$39K	Hold	1,200	–	–	0.01%	140
2018 Q1	$36K	Hold	1,200	–	–	0.01%	133
2017 Q4	$34K	Hold	1,200	–	–	0.01%	149
2017 Q3	$31K	Hold	1,200	–	–	0.01%	111
2017 Q2	$29K	Hold	1,200	–	–	0.01%	148
2017 Q1	$28K	Hold	1,200	–	–	0.01%	146
2016 Q4	$26K	Buy	+1,200	New	+$24.7K	0.02%	165

Other funds holding IGM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fusion Family Wealth's IGM Position: Q3 2018 in Review

Fusion Family Wealth sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2018, closing a stake of 1,200 shares — an estimated $39K sold.

Fusion Family Wealth first reported a position in IGM in Q4 2016 and held it in 7 quarters. The position peaked at $39K in Q2 2018. 140 funds tracked by Wall St. Rank hold IGM as of Q3 2018.

Fusion Family Wealth reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2018 after selling out during the quarter.
Fusion Family Wealth sold 1,200 iShares Expanded Tech Sector ETF shares in Q3 2018, an estimated $39K.
Fusion Family Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2016 and held it in 7 quarters.
Fusion Family Wealth's iShares Expanded Tech Sector ETF position peaked at $39K in Q2 2018.
140 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2018.

Based on Fusion Family Wealth's 13F filing for Q3 2018, filed 7 Nov 2018.