Plancorp LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Plancorp LLC’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 Q2	–	Sell	-7,470	Closed	-$257K	–	176
2019 Q1	$257K	Hold	7,470	–	–	0.1%	149
2018 Q4	$214K	Hold	7,470	–	–	0.1%	145
2018 Q3	$261K	Hold	7,470	–	–	0.1%	143
2018 Q2	$240K	Hold	7,470	–	–	0.1%	151
2018 Q1	$223K	Hold	7,470	–	–	0.07%	153
2017 Q4	$210K	Buy	+7,470	New	+$206K	0.07%	163

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

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

DWM

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

RJFSA

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

Plancorp LLC's IGM Position: Q2 2019 in Review

Plancorp LLC sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2019, closing a stake of 7,470 shares — an estimated $257K sold.

Plancorp LLC first reported a position in IGM in Q4 2017 and held it in 6 quarters. The position peaked at $261K in Q3 2018. 153 funds tracked by Wall St. Rank hold IGM as of Q2 2019.

Plancorp LLC reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2019 after selling out during the quarter.
Plancorp LLC sold 7,470 iShares Expanded Tech Sector ETF shares in Q2 2019, an estimated $257K.
Plancorp LLC first reported a position in iShares Expanded Tech Sector ETF in Q4 2017 and held it in 6 quarters.
Plancorp LLC's iShares Expanded Tech Sector ETF position peaked at $261K in Q3 2018.
153 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2019.

Based on Plancorp LLC's 13F filing for Q2 2019, filed 13 Aug 2019.