KeyBank National Association
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KeyBank National Association’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

KeyBank National Association’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,496
Closed -$301K – 1071
2017
Q4 		$301K Hold
6,496
– – ﹤0.01% 893
2017
Q3 		$284K Hold
6,496
– – ﹤0.01% 936
2017
Q2 		$274K Buy
+6,496
New +$273K ﹤0.01% 970

Other funds holding IMCB

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KeyBank National Association's IMCB Position: Q1 2018 in Review

KeyBank National Association sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2018, closing a stake of 6,496 shares — an estimated $301K sold.

KeyBank National Association first reported a position in IMCB in Q2 2017 and held it in 3 quarters. The position peaked at $301K in Q4 2017. 93 funds tracked by Wall St. Rank hold IMCB as of Q1 2018.

  • KeyBank National Association reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • KeyBank National Association sold 6,496 iShares Morningstar Mid-Cap ETF shares in Q1 2018, an estimated $301K.
  • KeyBank National Association first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2017 and held it in 3 quarters.
  • KeyBank National Association's iShares Morningstar Mid-Cap ETF position peaked at $301K in Q4 2017.
  • 93 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2018.

Based on KeyBank National Association's 13F filing for Q1 2018, filed 15 May 2018.