NEXT Financial Holdings’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$4K	Buy	+92	New	+$4.16K	﹤0.01%	1308

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

NEXT Financial Holdings's IMCB Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2019: 92 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1308 among its holdings.

111 funds tracked by Wall St. Rank hold IMCB as of Q1 2019.

NEXT Financial Holdings held 92 shares of iShares Morningstar Mid-Cap ETF worth $4K as of Q1 2019.
iShares Morningstar Mid-Cap ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1308 holding.
111 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.