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

Rehmann Capital Advisory Group’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
2019 Q3	–	Sell	-852	Closed	-$35.7K	–	1895
2019 Q2	$35.7K	Hold	852	–	–	﹤0.01%	952
2019 Q1	$33.4K	Buy	+852	New	+$31.3K	﹤0.01%	953
2018 Q4	–	Sell	-822	Closed	-$32.3K	–	1977
2018 Q3	$32.3K	Buy	+822	New	+$31.5K	﹤0.01%	961

Other funds holding IMCG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

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

Rehmann Capital Advisory Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2019, closing a stake of 852 shares — an estimated $35.7K sold.

Rehmann Capital Advisory Group first reported a position in IMCG in Q3 2018 and held it in 3 quarters. The position peaked at $35.7K in Q2 2019. 97 funds tracked by Wall St. Rank hold IMCG as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 852 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2019, an estimated $35.7K.
Rehmann Capital Advisory Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2018 and held it in 3 quarters.
Rehmann Capital Advisory Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $35.7K in Q2 2019.
97 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2019.

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