KIG
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Kessler Investment Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kessler Investment Group’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
2013
Q3 		– Sell
-60
Closed -$1K – 169
2013
Q2 		$1K Buy
+60
New +$741 ﹤0.01% 74

Other funds holding IGM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kessler Investment Group's IGM Position: Q3 2013 in Review

Kessler Investment Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2013, closing a stake of 60 shares — an estimated $1K sold.

Kessler Investment Group first reported a position in IGM in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 75 funds tracked by Wall St. Rank hold IGM as of Q3 2013.

  • Kessler Investment Group reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2013 after selling out during the quarter.
  • Kessler Investment Group sold 60 iShares Expanded Tech Sector ETF shares in Q3 2013, an estimated $1K.
  • Kessler Investment Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and held it in 1 quarter.
  • Kessler Investment Group's iShares Expanded Tech Sector ETF position peaked at $1K in Q2 2013.
  • 75 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2013.

Based on Kessler Investment Group's 13F filing for Q3 2013, filed 9 Oct 2013.