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MYCIO Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

MYCIO Wealth Partners’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-193
Closed -$9K – 335
2019
Q4 		$9K Hold
193
– – ﹤0.01% 456
2019
Q3 		$9K Hold
193
– – ﹤0.01% 432
2019
Q2 		$9K Buy
+193
New +$8.6K ﹤0.01% 387

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SL
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return

MYCIO Wealth Partners's SMMD Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Russell 2500 ETF (SMMD) in Q1 2020, closing a stake of 193 shares — an estimated $9K sold.

MYCIO Wealth Partners first reported a position in SMMD in Q2 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 33 funds tracked by Wall St. Rank hold SMMD as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares Russell 2500 ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 193 iShares Russell 2500 ETF shares in Q1 2020, an estimated $9K.
  • MYCIO Wealth Partners first reported a position in iShares Russell 2500 ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's iShares Russell 2500 ETF position peaked at $9K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.