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New England Securities’s iShares Expanded Tech Sector ETF IGM Stock Holding History

New England Securities’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$2K Hold
126
– – ﹤0.01% 1466
2014
Q3 		$2K Hold
126
– – ﹤0.01% 1486
2014
Q2 		$2K Hold
126
– – ﹤0.01% 1541
2014
Q1 		$2K Sell
126
-702
-85% -$10.6K ﹤0.01% 1518
2013
Q4 		$12K Hold
828
– – 0.01% 985
2013
Q3 		$11K Hold
828
– – 0.01% 950
2013
Q2 		$10K Buy
+828
New +$10.2K 0.01% 869

Other funds holding IGM

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New England Securities's IGM Position: Q4 2014 in Review

New England Securities held its iShares Expanded Tech Sector ETF (IGM) position steady in Q4 2014 at 126 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

New England Securities first reported a position in IGM in Q2 2013 and has held it in 7 quarters since. The position peaked at $12K in Q4 2013. 84 funds tracked by Wall St. Rank hold IGM as of Q4 2014.

  • New England Securities held 126 shares of iShares Expanded Tech Sector ETF worth $2K as of Q4 2014.
  • New England Securities left its iShares Expanded Tech Sector ETF share count unchanged in Q4 2014.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1466 holding.
  • New England Securities first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 7 quarters since.
  • New England Securities's iShares Expanded Tech Sector ETF position peaked at $12K in Q4 2013.
  • 84 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.