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Golden State Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Golden State Wealth Management’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
2019
Q4 		– Sell
-200
Closed -$10K – 478
2019
Q3 		$10K Hold
200
– – ﹤0.01% 752
2019
Q2 		$9K Hold
200
– – ﹤0.01% 770
2019
Q1 		$9K Buy
+200
New +$9.04K ﹤0.01% 799

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 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

Golden State Wealth Management's IMCB Position: Q4 2019 in Review

Golden State Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2019, closing a stake of 200 shares — an estimated $10K sold.

Golden State Wealth Management first reported a position in IMCB in Q1 2019 and held it in 3 quarters. The position peaked at $10K in Q3 2019. 127 funds tracked by Wall St. Rank hold IMCB as of Q4 2019.

  • Golden State Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 200 iShares Morningstar Mid-Cap ETF shares in Q4 2019, an estimated $10K.
  • Golden State Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $10K in Q3 2019.
  • 127 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.