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Reilly Financial Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Reilly Financial Advisors’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
2016
Q4 		– Sell
-680
Closed -$26K – 863
2016
Q3 		$26K Buy
+680
New +$26.3K ﹤0.01% 364

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Reilly Financial Advisors's IMCB Position: Q4 2016 in Review

Reilly Financial Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2016, closing a stake of 680 shares — an estimated $26K sold.

Reilly Financial Advisors first reported a position in IMCB in Q3 2016 and held it in 1 quarter. The position peaked at $26K in Q3 2016. 73 funds tracked by Wall St. Rank hold IMCB as of Q4 2016.

  • Reilly Financial Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 680 iShares Morningstar Mid-Cap ETF shares in Q4 2016, an estimated $26K.
  • Reilly Financial Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's iShares Morningstar Mid-Cap ETF position peaked at $26K in Q3 2016.
  • 73 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.