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Fusion Investment Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Fusion Investment Group’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,750
Closed -$29K – 232
2014
Q1 		$29K Buy
+1,750
New +$29.4K 0.03% 147

Other funds holding IGV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FA
Financial Advantage Columbia, Maryland $65.2M AUM 14.55% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Fusion Investment Group's IGV Position: Q2 2014 in Review

Fusion Investment Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2014, closing a stake of 1,750 shares — an estimated $29K sold.

Fusion Investment Group first reported a position in IGV in Q1 2014 and held it in 1 quarter. The position peaked at $29K in Q1 2014. 73 funds tracked by Wall St. Rank hold IGV as of Q2 2014.

  • Fusion Investment Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2014 after selling out during the quarter.
  • Fusion Investment Group sold 1,750 iShares Expanded Tech-Software Sector ETF shares in Q2 2014, an estimated $29K.
  • Fusion Investment Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2014 and held it in 1 quarter.
  • Fusion Investment Group's iShares Expanded Tech-Software Sector ETF position peaked at $29K in Q1 2014.
  • 73 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2014.

Based on Fusion Investment Group's 13F filing for Q2 2014, filed 13 Aug 2014.