Rehmann Capital Advisory Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Rehmann Capital Advisory Group’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,824	Closed	-$88.5K	–	1894
2019 Q2	$88.5K	Hold	1,824	–	–	0.01%	642
2019 Q1	$85.7K	Buy	+1,824	New	+$82.4K	0.01%	639
2018 Q4	–	Sell	-1,824	Closed	-$86.4K	–	1976
2018 Q3	$86.4K	Hold	1,824	–	–	0.01%	619
2018 Q2	$83.7K	Hold	1,824	–	–	0.01%	608
2018 Q1	$83K	Buy	+1,824	New	+$85K	0.01%	594

Other funds holding IMCB

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Rehmann Capital Advisory Group's IMCB Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2019, closing a stake of 1,824 shares — an estimated $88.5K sold.

Rehmann Capital Advisory Group first reported a position in IMCB in Q1 2018 and held it in 5 quarters. The position peaked at $88.5K in Q2 2019. 116 funds tracked by Wall St. Rank hold IMCB as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 1,824 iShares Morningstar Mid-Cap ETF shares in Q3 2019, an estimated $88.5K.
Rehmann Capital Advisory Group first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's iShares Morningstar Mid-Cap ETF position peaked at $88.5K in Q2 2019.
116 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.