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Guidant Wealth Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Guidant Wealth Advisors’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
2018
Q4 		– Sell
-120
Closed -$5K – 266
2018
Q3 		$5K Buy
+120
New +$5.69K ﹤0.01% 166

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Guidant Wealth Advisors's IMCB Position: Q4 2018 in Review

Guidant Wealth Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2018, closing a stake of 120 shares — an estimated $5K sold.

Guidant Wealth Advisors first reported a position in IMCB in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 103 funds tracked by Wall St. Rank hold IMCB as of Q4 2018.

  • Guidant Wealth Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Guidant Wealth Advisors sold 120 iShares Morningstar Mid-Cap ETF shares in Q4 2018, an estimated $5K.
  • Guidant Wealth Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Guidant Wealth Advisors's iShares Morningstar Mid-Cap ETF position peaked at $5K in Q3 2018.
  • 103 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2018.

Based on Guidant Wealth Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.