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Pekin Hardy Strauss’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Pekin Hardy Strauss’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
2015
Q1 		– Sell
-89,512
Closed -$3.3M – 196
2014
Q4 		$3.3M Buy
+89,512
New +$3.2M 0.48% 43

Other funds holding IMCB

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pekin Hardy Strauss's IMCB Position: Q1 2015 in Review

Pekin Hardy Strauss sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2015, closing a stake of 89,512 shares — an estimated $3.3M sold.

Pekin Hardy Strauss first reported a position in IMCB in Q4 2014 and held it in 1 quarter. The position peaked at $3.3M in Q4 2014. 61 funds tracked by Wall St. Rank hold IMCB as of Q1 2015.

  • Pekin Hardy Strauss reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Pekin Hardy Strauss sold 89,512 iShares Morningstar Mid-Cap ETF shares in Q1 2015, an estimated $3.3M.
  • Pekin Hardy Strauss first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2014 and held it in 1 quarter.
  • Pekin Hardy Strauss's iShares Morningstar Mid-Cap ETF position peaked at $3.3M in Q4 2014.
  • 61 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2015.

Based on Pekin Hardy Strauss's 13F filing for Q1 2015, filed 11 May 2015.