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InterOcean Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

InterOcean Capital’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
2017
Q1 		– Sell
-10,818
Closed -$223K – 161
2016
Q4 		$223K Buy
+10,818
New +$223K 0.05% 142

Other funds holding IGM

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

InterOcean Capital's IGM Position: Q1 2017 in Review

InterOcean Capital sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2017, closing a stake of 10,818 shares — an estimated $223K sold.

InterOcean Capital first reported a position in IGM in Q4 2016 and held it in 1 quarter. The position peaked at $223K in Q4 2016. 103 funds tracked by Wall St. Rank hold IGM as of Q1 2017.

  • InterOcean Capital reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2017 after selling out during the quarter.
  • InterOcean Capital sold 10,818 iShares Expanded Tech Sector ETF shares in Q1 2017, an estimated $223K.
  • InterOcean Capital first reported a position in iShares Expanded Tech Sector ETF in Q4 2016 and held it in 1 quarter.
  • InterOcean Capital's iShares Expanded Tech Sector ETF position peaked at $223K in Q4 2016.
  • 103 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2017.

Based on InterOcean Capital's 13F filing for Q1 2017, filed 11 May 2017.