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Palladium Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Palladium Partners’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
-1,458
Closed -$35K – 348
2014
Q1 		$35K Buy
+1,458
New +$35.2K ﹤0.01% 379
2013
Q4 		– Sell
-1,458
Closed -$32K – 348
2013
Q3 		$32K Hold
1,458
– – ﹤0.01% 382
2013
Q2 		$29K Buy
+1,458
New +$29.2K ﹤0.01% 390

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

Palladium Partners's IMCG Position: Q2 2014 in Review

Palladium Partners sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2014, closing a stake of 1,458 shares — an estimated $35K sold.

Palladium Partners first reported a position in IMCG in Q2 2013 and held it in 3 quarters. The position peaked at $35K in Q1 2014. 40 funds tracked by Wall St. Rank hold IMCG as of Q2 2014.

  • Palladium Partners reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 1,458 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2014, an estimated $35K.
  • Palladium Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $35K in Q1 2014.
  • 40 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.