GWMIA
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Global Wealth Management Investment Advisory’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q1 		– Sell
-408
Closed -$12K – 715
2018
Q4 		$12K Buy
+408
New +$12.6K 0.01% 356

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Global Wealth Management Investment Advisory's IGM Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2019, closing a stake of 408 shares — an estimated $12K sold.

Global Wealth Management Investment Advisory first reported a position in IGM in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 153 funds tracked by Wall St. Rank hold IGM as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 408 iShares Expanded Tech Sector ETF shares in Q1 2019, an estimated $12K.
  • Global Wealth Management Investment Advisory first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's iShares Expanded Tech Sector ETF position peaked at $12K in Q4 2018.
  • 153 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.