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Ruggie Capital Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Ruggie Capital Group’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
2019
Q1 		– Sell
-116
Closed -$5K – 291
2018
Q4 		$5K Buy
+116
New +$5.09K ﹤0.01% 369

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Ruggie Capital Group's IMCB Position: Q1 2019 in Review

Ruggie Capital Group sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2019, closing a stake of 116 shares — an estimated $5K sold.

Ruggie Capital Group first reported a position in IMCB in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 111 funds tracked by Wall St. Rank hold IMCB as of Q1 2019.

  • Ruggie Capital Group reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 116 iShares Morningstar Mid-Cap ETF shares in Q1 2019, an estimated $5K.
  • Ruggie Capital Group first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Ruggie Capital Group's iShares Morningstar Mid-Cap ETF position peaked at $5K in Q4 2018.
  • 111 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.