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Rowland Carmichael Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Rowland Carmichael 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
Q1 		– Sell
-2,000
Closed -$79K – 300
2016
Q4 		$79K Hold
2,000
– – 0.05% 250
2016
Q3 		$77K Hold
2,000
– – 0.05% 244
2016
Q2 		$75K Buy
+2,000
New +$73.6K 0.05% 251

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

Rowland Carmichael Advisors's IMCB Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2017, closing a stake of 2,000 shares — an estimated $79K sold.

Rowland Carmichael Advisors first reported a position in IMCB in Q2 2016 and held it in 3 quarters. The position peaked at $79K in Q4 2016. 74 funds tracked by Wall St. Rank hold IMCB as of Q1 2017.

  • Rowland Carmichael Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 2,000 iShares Morningstar Mid-Cap ETF shares in Q1 2017, an estimated $79K.
  • Rowland Carmichael Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2016 and held it in 3 quarters.
  • Rowland Carmichael Advisors's iShares Morningstar Mid-Cap ETF position peaked at $79K in Q4 2016.
  • 74 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.