Roble Belko & Company’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Roble Belko & Company’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
2017 Q4	–	Sell	-2,040	Closed	-$53K	–	321
2017 Q3	$53K	Hold	2,040	–	–	0.02%	94
2017 Q2	$49K	Hold	2,040	–	–	0.02%	93
2017 Q1	$47K	Hold	2,040	–	–	0.02%	95
2016 Q4	$42K	Hold	2,040	–	–	0.02%	105
2016 Q3	$42K	Hold	2,040	–	–	0.02%	115
2016 Q2	$37K	Hold	2,040	–	–	0.02%	115
2016 Q1	$38K	Hold	2,040	–	–	0.02%	105
2015 Q4	$38K	Hold	2,040	–	–	0.02%	102
2015 Q3	$34K	Hold	2,040	–	–	0.02%	99
2015 Q2	$35K	Hold	2,040	–	–	0.02%	108
2015 Q1	$35K	Buy	+2,040	New	+$34.9K	0.02%	107

Other funds holding IGM

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

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

DWM

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Roble Belko & Company's IGM Position: Q4 2017 in Review

Roble Belko & Company sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2017, closing a stake of 2,040 shares — an estimated $53K sold.

Roble Belko & Company first reported a position in IGM in Q1 2015 and held it in 11 quarters. The position peaked at $53K in Q3 2017. 123 funds tracked by Wall St. Rank hold IGM as of Q4 2017.

Roble Belko & Company reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2017 after selling out during the quarter.
Roble Belko & Company sold 2,040 iShares Expanded Tech Sector ETF shares in Q4 2017, an estimated $53K.
Roble Belko & Company first reported a position in iShares Expanded Tech Sector ETF in Q1 2015 and held it in 11 quarters.
Roble Belko & Company's iShares Expanded Tech Sector ETF position peaked at $53K in Q3 2017.
123 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2017.

Based on Roble Belko & Company's 13F filing for Q4 2017, filed 30 Jan 2018.