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Kabarec Financial Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kabarec Financial Advisors’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
2018
Q2 		$10.4M Sell
324,156
-56,430
-15% -$1.78M 7.97% 2
2018
Q1 		$11.4M Sell
380,586
-32,916
-8% -$999K 7.21% 2
2017
Q4 		$11.6M Buy
+413,502
New +$11.4M 7.13% 1

Other funds holding IGM

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
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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kabarec Financial Advisors's IGM Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 15% in Q2 2018, selling an estimated $1.78M and leaving 324,156 shares worth $10.4M. The position accounts for 7.97% of the portfolio, ranked #2.

Kabarec Financial Advisors first reported a position in IGM in Q4 2017 and has held it in 3 quarters since. The position peaked at $11.6M in Q4 2017. 131 funds tracked by Wall St. Rank hold IGM as of Q2 2018.

  • Kabarec Financial Advisors held 324,156 shares of iShares Expanded Tech Sector ETF worth $10.4M as of Q2 2018.
  • Kabarec Financial Advisors sold 56,430 iShares Expanded Tech Sector ETF shares in Q2 2018, an estimated $1.78M.
  • iShares Expanded Tech Sector ETF made up 7.97% of Kabarec Financial Advisors's portfolio in Q2 2018, its #2 holding.
  • Kabarec Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's iShares Expanded Tech Sector ETF position peaked at $11.6M in Q4 2017.
  • 131 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.