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Klingman & Associates’s iShares Morningstar Growth ETF ILCG Stock Holding History

Klingman & Associates’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,075
Closed -$51K – 202
2016
Q3 		$51K Buy
2,075
+5
+0.2% +$122 0.02% 184
2016
Q2 		$48K Buy
2,070
+5
+0.2% +$118 0.02% 191
2016
Q1 		$49K Buy
+2,065
New +$46.5K 0.02% 191

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Klingman & Associates's ILCG Position: Q4 2016 in Review

Klingman & Associates sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2016, closing a stake of 2,075 shares — an estimated $51K sold.

Klingman & Associates first reported a position in ILCG in Q1 2016 and held it in 3 quarters. The position peaked at $51K in Q3 2016. 91 funds tracked by Wall St. Rank hold ILCG as of Q4 2016.

  • Klingman & Associates reported no remaining iShares Morningstar Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 2,075 iShares Morningstar Growth ETF shares in Q4 2016, an estimated $51K.
  • Klingman & Associates first reported a position in iShares Morningstar Growth ETF in Q1 2016 and held it in 3 quarters.
  • Klingman & Associates's iShares Morningstar Growth ETF position peaked at $51K in Q3 2016.
  • 91 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.