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Investment Centers of America’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Investment Centers of America’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,197
Closed -$206K – 226
2017
Q3 		$206K Sell
4,197
-366
-8% -$18.1K 0.02% 537
2017
Q2 		$223K Buy
+4,563
New +$224K 0.02% 515

Other funds holding IMCV

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return

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

Investment Centers of America sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2017, closing a stake of 4,197 shares — an estimated $206K sold.

Investment Centers of America first reported a position in IMCV in Q2 2017 and held it in 2 quarters. The position peaked at $223K in Q2 2017. 71 funds tracked by Wall St. Rank hold IMCV as of Q4 2017.

  • Investment Centers of America reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 4,197 iShares Morningstar Mid-Cap Value ETF shares in Q4 2017, an estimated $206K.
  • Investment Centers of America first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2017 and held it in 2 quarters.
  • Investment Centers of America's iShares Morningstar Mid-Cap Value ETF position peaked at $223K in Q2 2017.
  • 71 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2017.

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