GI
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Gradient Investments’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Gradient Investments’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
2018
Q1 		– Sell
-282
Closed -$8K – 1084
2017
Q4 		$8K Buy
+282
New +$7.79K ﹤0.01% 625

Other funds holding IGM

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gradient Investments's IGM Position: Q1 2018 in Review

Gradient Investments sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2018, closing a stake of 282 shares — an estimated $8K sold.

Gradient Investments first reported a position in IGM in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 129 funds tracked by Wall St. Rank hold IGM as of Q1 2018.

  • Gradient Investments reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2018 after selling out during the quarter.
  • Gradient Investments sold 282 iShares Expanded Tech Sector ETF shares in Q1 2018, an estimated $8K.
  • Gradient Investments first reported a position in iShares Expanded Tech Sector ETF in Q4 2017 and held it in 1 quarter.
  • Gradient Investments's iShares Expanded Tech Sector ETF position peaked at $8K in Q4 2017.
  • 129 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.