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Integrated Wealth Counsel’s iShares Global Infrastructure ETF IGF Stock Holding History

Integrated Wealth Counsel’s Portfolio IGF Stock Details IGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-400
Closed -$17K – 121
2014
Q1 		$17K Hold
400
– – 0.01% 124
2013
Q4 		$16K Hold
400
– – 0.01% 133
2013
Q3 		$15.1K Buy
+400
New +$14.6K 0.01% 145

Other funds holding IGF

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Counsel's IGF Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of iShares Global Infrastructure ETF (IGF) in Q2 2014, closing a stake of 400 shares — an estimated $17K sold.

Integrated Wealth Counsel first reported a position in IGF in Q3 2013 and held it in 3 quarters. The position peaked at $17K in Q1 2014. 79 funds tracked by Wall St. Rank hold IGF as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining iShares Global Infrastructure ETF position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 400 iShares Global Infrastructure ETF shares in Q2 2014, an estimated $17K.
  • Integrated Wealth Counsel first reported a position in iShares Global Infrastructure ETF in Q3 2013 and held it in 3 quarters.
  • Integrated Wealth Counsel's iShares Global Infrastructure ETF position peaked at $17K in Q1 2014.
  • 79 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.