LWMT
IMCG icon

Legacy Wealth Management (Tennessee)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Legacy Wealth Management (Tennessee)’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,190
Closed -$59.1K – 36
2016
Q4 		$59.1K Buy
+2,190
New +$58.6K 0.02% 25

Other funds holding IMCG

KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s IMCG Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2017, closing a stake of 2,190 shares — an estimated $59.1K sold.

Legacy Wealth Management (Tennessee) first reported a position in IMCG in Q4 2016 and held it in 1 quarter. The position peaked at $59.1K in Q4 2016. 57 funds tracked by Wall St. Rank hold IMCG as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 2,190 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2017, an estimated $59.1K.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s iShares Morningstar Mid-Cap Growth ETF position peaked at $59.1K in Q4 2016.
  • 57 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.