KF
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Krilogy Financial’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Krilogy Financial’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
Q4 		– Sell
-288
Closed -$14K – 378
2018
Q3 		$14K Buy
+288
New +$13.7K ﹤0.01% 484

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Krilogy Financial's IMCB Position: Q4 2018 in Review

Krilogy Financial sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2018, closing a stake of 288 shares — an estimated $14K sold.

Krilogy Financial first reported a position in IMCB in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 103 funds tracked by Wall St. Rank hold IMCB as of Q4 2018.

  • Krilogy Financial reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 288 iShares Morningstar Mid-Cap ETF shares in Q4 2018, an estimated $14K.
  • Krilogy Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Krilogy Financial's iShares Morningstar Mid-Cap ETF position peaked at $14K in Q3 2018.
  • 103 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.