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HL Financial Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

HL Financial Services’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
2019
Q1 		$283K Sell
8,232
-504
-6% -$16.2K ﹤0.01% 627
2018
Q4 		$250K Buy
8,736
+330
+4% +$10.2K ﹤0.01% 641
2018
Q3 		$293K Buy
+8,406
New +$285K ﹤0.01% 646

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HL Financial Services's IGM Position: Q1 2019 in Review

HL Financial Services reduced its iShares Expanded Tech Sector ETF (IGM) stake by 5.8% in Q1 2019, selling an estimated $16.2K and leaving 8,232 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

HL Financial Services first reported a position in IGM in Q3 2018 and has held it in 3 quarters since. The position peaked at $293K in Q3 2018. 153 funds tracked by Wall St. Rank hold IGM as of Q1 2019.

  • HL Financial Services held 8,232 shares of iShares Expanded Tech Sector ETF worth $283K as of Q1 2019.
  • HL Financial Services sold 504 iShares Expanded Tech Sector ETF shares in Q1 2019, an estimated $16.2K.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #627 holding.
  • HL Financial Services first reported a position in iShares Expanded Tech Sector ETF in Q3 2018 and has held it in 3 quarters since.
  • HL Financial Services's iShares Expanded Tech Sector ETF position peaked at $293K in Q3 2018.
  • 153 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.