Investment Centers of America’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Investment Centers of America’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 Q4	–	Sell	-17,586	Closed	-$456K	–	215
2017 Q3	$456K	Buy	17,586 +1,608	+10%	+$40.6K	0.03%	361
2017 Q2	$388K	Buy	15,978 +5,142	+47%	+$124K	0.03%	392
2017 Q1	$249K	Buy	10,836 +1,104	+11%	+$24.5K	0.02%	515
2016 Q4	$201K	Sell	9,732 -1,050	-10%	-$21.6K	0.02%	556
2016 Q3	$223K	Sell	10,782 -630	-6%	-$12.5K	0.02%	464
2016 Q2	$209K	Sell	11,412 -1,038	-8%	-$19K	0.02%	440
2016 Q1	$231K	Buy	12,450 +576	+5%	+$9.91K	0.03%	423
2015 Q4	$220K	Buy	+11,874	New	+$219K	0.03%	393
2015 Q3	–	Sell	-11,874	Closed	-$205K	–	467
2015 Q2	$205K	Buy	11,874 +246	+2%	+$4.36K	0.03%	388
2015 Q1	$200K	Buy	+11,628	New	+$199K	0.03%	415

Other funds holding IGM

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Investment Centers of America's IGM Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2017, closing a stake of 17,586 shares — an estimated $456K sold.

Investment Centers of America first reported a position in IGM in Q1 2015 and held it in 10 quarters. The position peaked at $456K in Q3 2017. 123 funds tracked by Wall St. Rank hold IGM as of Q4 2017.

Investment Centers of America reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 17,586 iShares Expanded Tech Sector ETF shares in Q4 2017, an estimated $456K.
Investment Centers of America first reported a position in iShares Expanded Tech Sector ETF in Q1 2015 and held it in 10 quarters.
Investment Centers of America's iShares Expanded Tech Sector ETF position peaked at $456K in Q3 2017.
123 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.