PSUF
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People's United Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

People's United Financial’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
2013
Q3 		– Sell
-600
Closed -$12K – 793
2013
Q2 		$12K Buy
+600
New +$12K ﹤0.01% 619

Other funds holding IMCG

SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

People's United Financial's IMCG Position: Q3 2013 in Review

People's United Financial sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2013, closing a stake of 600 shares — an estimated $12K sold.

People's United Financial first reported a position in IMCG in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 36 funds tracked by Wall St. Rank hold IMCG as of Q3 2013.

  • People's United Financial reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2013 after selling out during the quarter.
  • People's United Financial sold 600 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2013, an estimated $12K.
  • People's United Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 1 quarter.
  • People's United Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $12K in Q2 2013.
  • 36 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2013.

Based on People's United Financial's 13F filing for Q3 2013, filed 13 Nov 2013.