Ronald Blue & Co’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Ronald Blue & Co’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
2016 Q1	–	Sell	-29,958	Closed	-$553K	–	213
2015 Q4	$553K	Hold	29,958	–	–	0.03%	89
2015 Q3	$501K	Hold	29,958	–	–	0.03%	145
2015 Q2	$517K	Hold	29,958	–	–	0.02%	165
2015 Q1	$515K	Hold	29,958	–	–	0.02%	163
2014 Q4	$509K	Hold	29,958	–	–	0.02%	159
2014 Q3	$489K	Hold	29,958	–	–	0.03%	158
2014 Q2	$475K	Hold	29,958	–	–	0.03%	170
2014 Q1	$454K	Hold	29,958	–	–	0.03%	165
2013 Q4	$447K	Hold	29,958	–	–	0.03%	163
2013 Q3	$398K	Hold	29,958	–	–	0.03%	157
2013 Q2	$371K	Buy	+29,958	New	+$370K	0.03%	79

Other funds holding IGM

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

DWM

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Ronald Blue & Co's IGM Position: Q1 2016 in Review

Ronald Blue & Co sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2016, closing a stake of 29,958 shares — an estimated $553K sold.

Ronald Blue & Co first reported a position in IGM in Q2 2013 and held it in 11 quarters. The position peaked at $553K in Q4 2015. 89 funds tracked by Wall St. Rank hold IGM as of Q1 2016.

Ronald Blue & Co reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2016 after selling out during the quarter.
Ronald Blue & Co sold 29,958 iShares Expanded Tech Sector ETF shares in Q1 2016, an estimated $553K.
Ronald Blue & Co first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and held it in 11 quarters.
Ronald Blue & Co's iShares Expanded Tech Sector ETF position peaked at $553K in Q4 2015.
89 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2016.

Based on Ronald Blue & Co's 13F filing for Q1 2016, filed 13 May 2016.