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

Ifrah 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
2014
Q2 		– Sell
-55,596
Closed -$843K – 206
2014
Q1 		$843K Buy
55,596
+1,704
+3% +$25.6K 0.33% 64
2013
Q4 		$805K Buy
+53,892
New +$756K 0.32% 65

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Ifrah Financial Services's IGM Position: Q2 2014 in Review

Ifrah Financial Services sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2014, closing a stake of 55,596 shares — an estimated $843K sold.

Ifrah Financial Services first reported a position in IGM in Q4 2013 and held it in 2 quarters. The position peaked at $843K in Q1 2014. 76 funds tracked by Wall St. Rank hold IGM as of Q2 2014.

  • Ifrah Financial Services reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2014 after selling out during the quarter.
  • Ifrah Financial Services sold 55,596 iShares Expanded Tech Sector ETF shares in Q2 2014, an estimated $843K.
  • Ifrah Financial Services first reported a position in iShares Expanded Tech Sector ETF in Q4 2013 and held it in 2 quarters.
  • Ifrah Financial Services's iShares Expanded Tech Sector ETF position peaked at $843K in Q1 2014.
  • 76 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2014.

Based on Ifrah Financial Services's 13F filing for Q2 2014, filed 6 Aug 2014.