Howard Capital Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Howard Capital Management’s Portfolio ILCG Stock Details ILCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-8,460	Closed	-$301K	–	72
2018 Q2	$301K	Buy	8,460 +535	+7%	+$18.2K	0.03%	69
2018 Q1	$260K	Buy	7,925 +880	+12%	+$29.2K	0.03%	77
2017 Q4	$220K	Buy	+7,045	New	+$215K	0.04%	79

Other funds holding ILCG

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

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

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

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

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

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Howard Capital Management's ILCG Position: Q3 2018 in Review

Howard Capital Management sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2018, closing a stake of 8,460 shares — an estimated $301K sold.

Howard Capital Management first reported a position in ILCG in Q4 2017 and held it in 3 quarters. The position peaked at $301K in Q2 2018. 112 funds tracked by Wall St. Rank hold ILCG as of Q3 2018.

Howard Capital Management reported no remaining iShares Morningstar Growth ETF position as of Q3 2018 after selling out during the quarter.
Howard Capital Management sold 8,460 iShares Morningstar Growth ETF shares in Q3 2018, an estimated $301K.
Howard Capital Management first reported a position in iShares Morningstar Growth ETF in Q4 2017 and held it in 3 quarters.
Howard Capital Management's iShares Morningstar Growth ETF position peaked at $301K in Q2 2018.
112 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2018.

Based on Howard Capital Management's 13F filing for Q3 2018, filed 19 Oct 2018.