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Patriot Financial Group Insurance Agency’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-102
Closed -$5K – 743
2018
Q1 		$5K Buy
+102
New +$5.44K ﹤0.01% 733

Other funds holding IMCV

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IMCV Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2018, closing a stake of 102 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in IMCV in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 66 funds tracked by Wall St. Rank hold IMCV as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 102 iShares Morningstar Mid-Cap Value ETF shares in Q2 2018, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares Morningstar Mid-Cap Value ETF position peaked at $5K in Q1 2018.
  • 66 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.