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Robertson Stephens Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Robertson Stephens 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
2017
Q3 		$499K Sell
11,412
-684
-6% -$29.2K 0.43% 43
2017
Q2 		$510K Hold
12,096
– – 0.46% 43
2017
Q1 		$504K Hold
12,096
– – 0.45% 49
2016
Q4 		$476K Buy
+12,096
New +$467K 0.27% 82

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Robertson Stephens Advisors's IMCB Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 5.7% in Q3 2017, selling an estimated $29.2K and leaving 11,412 shares worth $499K. The position accounts for 0.43% of the portfolio, ranked #43.

Robertson Stephens Advisors first reported a position in IMCB in Q4 2016 and has held it in 4 quarters since. The position peaked at $510K in Q2 2017. 87 funds tracked by Wall St. Rank hold IMCB as of Q3 2017.

  • Robertson Stephens Advisors held 11,412 shares of iShares Morningstar Mid-Cap ETF worth $499K as of Q3 2017.
  • Robertson Stephens Advisors sold 684 iShares Morningstar Mid-Cap ETF shares in Q3 2017, an estimated $29.2K.
  • iShares Morningstar Mid-Cap ETF made up 0.43% of Robertson Stephens Advisors's portfolio in Q3 2017, its #43 holding.
  • Robertson Stephens Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's iShares Morningstar Mid-Cap ETF position peaked at $510K in Q2 2017.
  • 87 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.