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Pointe Capital Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Pointe Capital Management’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
2017
Q1 		– Sell
-27,744
Closed -$749K – 180
2016
Q4 		$749K Buy
+27,744
New +$743K 0.43% 53

Other funds holding IMCG

KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Pointe Capital Management's IMCG Position: Q1 2017 in Review

Pointe Capital Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2017, closing a stake of 27,744 shares — an estimated $749K sold.

Pointe Capital Management first reported a position in IMCG in Q4 2016 and held it in 1 quarter. The position peaked at $749K in Q4 2016. 57 funds tracked by Wall St. Rank hold IMCG as of Q1 2017.

  • Pointe Capital Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Pointe Capital Management sold 27,744 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2017, an estimated $749K.
  • Pointe Capital Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2016 and held it in 1 quarter.
  • Pointe Capital Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $749K in Q4 2016.
  • 57 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.