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

Greenwich 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
2017 Q1	–	Sell	-135,320	Closed	-$5.32M	–	198
2016 Q4	$5.32M	Buy	135,320 +3,488	+3%	+$135K	0.67%	20
2016 Q3	$5.09M	Buy	131,832 +5,716	+5%	+$221K	0.9%	20
2016 Q2	$4.71M	Buy	126,116 +29,420	+30%	+$1.08M	1.14%	20
2016 Q1	$3.51M	Buy	+96,696	New	+$3.28M	0.91%	22

Other funds holding IMCB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Greenwich Wealth Management's IMCB Position: Q1 2017 in Review

Greenwich Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2017, closing a stake of 135,320 shares — an estimated $5.32M sold.

Greenwich Wealth Management first reported a position in IMCB in Q1 2016 and held it in 4 quarters. The position peaked at $5.32M in Q4 2016. 74 funds tracked by Wall St. Rank hold IMCB as of Q1 2017.

Greenwich Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
Greenwich Wealth Management sold 135,320 iShares Morningstar Mid-Cap ETF shares in Q1 2017, an estimated $5.32M.
Greenwich Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2016 and held it in 4 quarters.
Greenwich Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $5.32M in Q4 2016.
74 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.