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Oak Point Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Oak Point Wealth Management’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-12,470
Closed -$382K – 223
2017
Q4 		$382K Buy
+12,470
New +$384K 0.38% 70

Other funds holding IGV

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oak Point Wealth Management's IGV Position: Q1 2018 in Review

Oak Point Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2018, closing a stake of 12,470 shares — an estimated $382K sold.

Oak Point Wealth Management first reported a position in IGV in Q4 2017 and held it in 1 quarter. The position peaked at $382K in Q4 2017. 158 funds tracked by Wall St. Rank hold IGV as of Q1 2018.

  • Oak Point Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 12,470 iShares Expanded Tech-Software Sector ETF shares in Q1 2018, an estimated $382K.
  • Oak Point Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $382K in Q4 2017.
  • 158 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.