Private Capital Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Private Capital 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 Q4	–	Sell	-4,350	Closed	-$157K	–	2072
2019 Q3	$157K	Sell	4,350 -450	-9%	-$16.5K	0.03%	346
2019 Q2	$155K	Buy	4,800 +450	+10%	+$15.9K	0.04%	271
2019 Q1	$150K	Hold	4,350	–	–	0.03%	346
2018 Q4	$124K	Hold	4,350	–	–	0.03%	329
2018 Q3	$151K	Sell	4,350 -450	-9%	-$15.3K	0.03%	310
2018 Q2	$154K	Sell	4,800 -1,200	-20%	-$37.8K	0.03%	303
2018 Q1	$179K	Hold	6,000	–	–	0.04%	259
2017 Q4	$169K	Buy	+6,000	New	+$166K	0.04%	259

Other funds holding IGM

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

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

DWM

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $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

Private Capital Group's IGM Position: Q4 2019 in Review

Private Capital Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2019, closing a stake of 4,350 shares — an estimated $157K sold.

Private Capital Group first reported a position in IGM in Q4 2017 and held it in 8 quarters. The position peaked at $179K in Q1 2018. 168 funds tracked by Wall St. Rank hold IGM as of Q4 2019.

Private Capital Group reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 4,350 iShares Expanded Tech Sector ETF shares in Q4 2019, an estimated $157K.
Private Capital Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2017 and held it in 8 quarters.
Private Capital Group's iShares Expanded Tech Sector ETF position peaked at $179K in Q1 2018.
168 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.