Investors Capital Advisory Services’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$385K Buy
10,328
+3,440
+50% +$127K 0.07% 350
2016
Q1
$250K Buy
+6,888
New +$234K 0.05% 485

Other funds holding IMCB

Investors Capital Advisory Services's IMCB Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 50% in Q2 2016, buying an estimated $127K and bringing the position to 10,328 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #350.

Investors Capital Advisory Services first reported a position in IMCB in Q1 2016 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold IMCB as of Q2 2016.

  • Investors Capital Advisory Services held 10,328 shares of iShares Morningstar Mid-Cap ETF worth $385K as of Q2 2016.
  • Investors Capital Advisory Services bought 3,440 iShares Morningstar Mid-Cap ETF shares in Q2 2016, an estimated $127K.
  • iShares Morningstar Mid-Cap ETF made up 0.07% of Investors Capital Advisory Services's portfolio in Q2 2016, its #350 holding.
  • Investors Capital Advisory Services first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2016 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.