Pinnacle Advisory Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Pinnacle Advisory Group’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-8,592	Closed	-$309K	–	167
2019 Q2	$309K	Sell	8,592 -174	-2%	-$6.15K	0.02%	135
2019 Q1	$301K	Hold	8,766	–	–	0.02%	131
2018 Q4	$251K	Buy	+8,766	New	+$271K	0.02%	135
2018 Q3	–	Sell	-10,146	Closed	-$326K	–	165
2018 Q2	$326K	Buy	10,146 +1,104	+12%	+$34.8K	0.02%	118
2018 Q1	$270K	Sell	9,042 -360	-4%	-$10.9K	0.02%	162
2017 Q4	$264K	Buy	9,402 +510	+6%	+$14.1K	0.02%	180
2017 Q3	$230K	Hold	8,892	–	–	0.01%	175
2017 Q2	$214K	Sell	8,892 -600	-6%	-$14.4K	0.01%	176
2017 Q1	$219K	Sell	9,492 -4,470	-32%	-$99.3K	0.01%	179
2016 Q4	$288K	Sell	13,962 -3,780	-21%	-$77.8K	0.02%	150
2016 Q3	$362K	Sell	17,742 -5,652	-24%	-$112K	0.03%	83
2016 Q2	$428K	Sell	23,394 -34,716	-60%	-$636K	0.03%	77
2016 Q1	$1.07M	Sell	58,110 -2,271,420	-98%	-$39.1M	0.1%	33
2015 Q4	$43M	Buy	2,329,530 +189,522	+9%	+$3.49M	3.86%	8
2015 Q3	$35.8M	Buy	+2,140,008	New	+$37.1M	3.81%	9

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Advisory Group's IGM Position: Q3 2019 in Review

Pinnacle Advisory Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2019, closing a stake of 8,592 shares — an estimated $309K sold.

Pinnacle Advisory Group first reported a position in IGM in Q3 2015 and held it in 15 quarters. The position peaked at $43M in Q4 2015. 157 funds tracked by Wall St. Rank hold IGM as of Q3 2019.

Pinnacle Advisory Group reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2019 after selling out during the quarter.
Pinnacle Advisory Group sold 8,592 iShares Expanded Tech Sector ETF shares in Q3 2019, an estimated $309K.
Pinnacle Advisory Group first reported a position in iShares Expanded Tech Sector ETF in Q3 2015 and held it in 15 quarters.
Pinnacle Advisory Group's iShares Expanded Tech Sector ETF position peaked at $43M in Q4 2015.
157 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2019.

Based on Pinnacle Advisory Group's 13F filing for Q3 2019, filed 17 Oct 2019.