ML
IMCB icon

McAdam LLC’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

McAdam LLC’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
Q3 		– Sell
-752
Closed -$35K – 697
2018
Q2 		$35K Hold
752
– – 0.01% 185
2018
Q1 		$34K Buy
+752
New +$35K 0.02% 192

Other funds holding IMCB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
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

McAdam LLC's IMCB Position: Q3 2018 in Review

McAdam LLC sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2018, closing a stake of 752 shares — an estimated $35K sold.

McAdam LLC first reported a position in IMCB in Q1 2018 and held it in 2 quarters. The position peaked at $35K in Q2 2018. 96 funds tracked by Wall St. Rank hold IMCB as of Q3 2018.

  • McAdam LLC reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • McAdam LLC sold 752 iShares Morningstar Mid-Cap ETF shares in Q3 2018, an estimated $35K.
  • McAdam LLC first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2018 and held it in 2 quarters.
  • McAdam LLC's iShares Morningstar Mid-Cap ETF position peaked at $35K in Q2 2018.
  • 96 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2018.

Based on McAdam LLC's 13F filing for Q3 2018, filed 10 Oct 2018.