Global Financial Private Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Global Financial Private Capital’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
2018 Q4	–	Sell	-37,080	Closed	-$1.52M	–	414
2018 Q3	$1.52M	Buy	37,080 +810	+2%	+$31.7K	0.05%	232
2018 Q2	$1.32M	Buy	36,270 +10,840	+43%	+$391K	0.05%	233
2018 Q1	$863K	Sell	25,430 -765	-3%	-$25.9K	0.03%	281
2017 Q4	$810K	Buy	26,195 +4,205	+19%	+$130K	0.03%	288
2017 Q3	$643K	Buy	+21,990	New	+$630K	0.02%	283

Other funds holding IGV

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Global Financial Private Capital's IGV Position: Q4 2018 in Review

Global Financial Private Capital sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2018, closing a stake of 37,080 shares — an estimated $1.52M sold.

Global Financial Private Capital first reported a position in IGV in Q3 2017 and held it in 5 quarters. The position peaked at $1.52M in Q3 2018. 186 funds tracked by Wall St. Rank hold IGV as of Q4 2018.

Global Financial Private Capital reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 37,080 iShares Expanded Tech-Software Sector ETF shares in Q4 2018, an estimated $1.52M.
Global Financial Private Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2017 and held it in 5 quarters.
Global Financial Private Capital's iShares Expanded Tech-Software Sector ETF position peaked at $1.52M in Q3 2018.
186 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.