Princeton Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Princeton Capital Management’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 Q4	–	Sell	-72	Closed	-$3K	–	145
2019 Q3	$3K	Hold	72	–	–	﹤0.01%	229
2019 Q2	$3K	Hold	72	–	–	﹤0.01%	231
2019 Q1	$2K	Hold	72	–	–	﹤0.01%	227
2018 Q4	$2K	Hold	72	–	–	﹤0.01%	240
2018 Q3	$3K	Buy	+72	New	+$2.44K	﹤0.01%	246

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return

Princeton Capital Management's IGM Position: Q4 2019 in Review

Princeton Capital Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2019, closing a stake of 72 shares — an estimated $3K sold.

Princeton Capital Management first reported a position in IGM in Q3 2018 and held it in 5 quarters. The position peaked at $3K in Q3 2019. 168 funds tracked by Wall St. Rank hold IGM as of Q4 2019.

Princeton Capital Management reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 72 iShares Expanded Tech Sector ETF shares in Q4 2019, an estimated $3K.
Princeton Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2018 and held it in 5 quarters.
Princeton Capital Management's iShares Expanded Tech Sector ETF position peaked at $3K in Q3 2019.
168 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.