GIM
IMCV icon

Goelzer Investment Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Goelzer Investment Management’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-5,316
Closed -$285K – 252
2019
Q3 		$285K Buy
+5,316
New +$279K 0.03% 224

Other funds holding IMCV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goelzer Investment Management's IMCV Position: Q4 2019 in Review

Goelzer Investment Management sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2019, closing a stake of 5,316 shares — an estimated $285K sold.

Goelzer Investment Management first reported a position in IMCV in Q3 2019 and held it in 1 quarter. The position peaked at $285K in Q3 2019. 79 funds tracked by Wall St. Rank hold IMCV as of Q4 2019.

  • Goelzer Investment Management reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • Goelzer Investment Management sold 5,316 iShares Morningstar Mid-Cap Value ETF shares in Q4 2019, an estimated $285K.
  • Goelzer Investment Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2019 and held it in 1 quarter.
  • Goelzer Investment Management's iShares Morningstar Mid-Cap Value ETF position peaked at $285K in Q3 2019.
  • 79 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2019.

Based on Goelzer Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.