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Girard Partners’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Girard Partners’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
2018
Q4 		– Sell
-824
Closed -$39K – 501
2018
Q3 		$39K Buy
+824
New +$39.1K 0.01% 491

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Girard Partners's IMCB Position: Q4 2018 in Review

Girard Partners sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2018, closing a stake of 824 shares — an estimated $39K sold.

Girard Partners first reported a position in IMCB in Q3 2018 and held it in 1 quarter. The position peaked at $39K in Q3 2018. 103 funds tracked by Wall St. Rank hold IMCB as of Q4 2018.

  • Girard Partners reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 824 iShares Morningstar Mid-Cap ETF shares in Q4 2018, an estimated $39K.
  • Girard Partners first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's iShares Morningstar Mid-Cap ETF position peaked at $39K in Q3 2018.
  • 103 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.