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Noven Financial Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Noven Financial Group’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-144,036
Closed -$3.48M – 38
2014
Q1 		$3.48M Buy
+144,036
New +$3.48M 2.68% 12

Other funds holding IMCG

KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Noven Financial Group's IMCG Position: Q2 2014 in Review

Noven Financial Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2014, closing a stake of 144,036 shares — an estimated $3.48M sold.

Noven Financial Group first reported a position in IMCG in Q1 2014 and held it in 1 quarter. The position peaked at $3.48M in Q1 2014. 40 funds tracked by Wall St. Rank hold IMCG as of Q2 2014.

  • Noven Financial Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Noven Financial Group sold 144,036 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2014, an estimated $3.48M.
  • Noven Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2014 and held it in 1 quarter.
  • Noven Financial Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.48M in Q1 2014.
  • 40 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2014.

Based on Noven Financial Group's 13F filing for Q2 2014, filed 8 Aug 2014.