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Marco Investment Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Marco Investment Management’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
-6,888
Closed -$320K – 184
2017
Q4 		$320K Hold
6,888
– – 0.05% 155
2017
Q3 		$301K Hold
6,888
– – 0.05% 162
2017
Q2 		$291K Hold
6,888
– – 0.05% 159
2017
Q1 		$287K Hold
6,888
– – 0.05% 159
2016
Q4 		$271K Hold
6,888
– – 0.05% 164
2016
Q3 		$266K Hold
6,888
– – 0.05% 158
2016
Q2 		$257K Hold
6,888
– – 0.05% 165
2016
Q1 		$250 Hold
6,888
– – 0.04% 170
2015
Q4 		$246K Hold
6,888
– – 0.05% 176
2015
Q3 		$237K Hold
6,888
– – 0.05% 171
2015
Q2 		$260K Hold
6,888
– – 0.04% 174
2015
Q1 		$265K Hold
6,888
– – 0.05% 167
2014
Q4 		$254K Buy
+6,888
New +$246K 0.03% 168
2014
Q3 		– Sell
-6,888
Closed -$243K – 185
2014
Q2 		$243K Hold
6,888
– – 0.05% 168
2014
Q1 		$233K Hold
6,888
– – 0.05% 167
2013
Q4 		$223 Hold
6,888
– – 0.01% 170
2013
Q3 		$204K Buy
+6,888
New +$201K 0.05% 171

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

Marco Investment Management's IMCB Position: Q1 2018 in Review

Marco Investment Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2018, closing a stake of 6,888 shares — an estimated $320K sold.

Marco Investment Management first reported a position in IMCB in Q3 2013 and held it in 17 quarters. The position peaked at $320K in Q4 2017. 93 funds tracked by Wall St. Rank hold IMCB as of Q1 2018.

  • Marco Investment Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Marco Investment Management sold 6,888 iShares Morningstar Mid-Cap ETF shares in Q1 2018, an estimated $320K.
  • Marco Investment Management first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2013 and held it in 17 quarters.
  • Marco Investment Management's iShares Morningstar Mid-Cap ETF position peaked at $320K in Q4 2017.
  • 93 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2018.

Based on Marco Investment Management's 13F filing for Q1 2018, filed 1 May 2018.