MUFG Americas’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

MUFG Americas’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-105	Closed	-$4K	–	1181
2014 Q1	$4K	Buy	+105	New	+$3.99K	﹤0.01%	993

Other funds holding IMCV

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFG

Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

MUFG Americas's IMCV Position: Q2 2014 in Review

MUFG Americas sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2014, closing a stake of 105 shares — an estimated $4K sold.

MUFG Americas first reported a position in IMCV in Q1 2014 and held it in 1 quarter. The position peaked at $4K in Q1 2014. 36 funds tracked by Wall St. Rank hold IMCV as of Q2 2014.

MUFG Americas reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2014 after selling out during the quarter.
MUFG Americas sold 105 iShares Morningstar Mid-Cap Value ETF shares in Q2 2014, an estimated $4K.
MUFG Americas first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2014 and held it in 1 quarter.
MUFG Americas's iShares Morningstar Mid-Cap Value ETF position peaked at $4K in Q1 2014.
36 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2014.

Based on MUFG Americas's 13F filing for Q2 2014, filed 5 Aug 2014.