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Sequoia Financial Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Sequoia Financial Advisors’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8,934
Closed -$282K – 312
2017
Q3 		$282K Sell
8,934
-420
-4% -$13K 0.03% 217
2017
Q2 		$285K Sell
9,354
-4,404
-32% -$131K 0.04% 214
2017
Q1 		$399K Sell
13,758
-1,002
-7% -$28.5K 0.05% 159
2016
Q4 		$399K Sell
14,760
-1,698
-10% -$45.5K 0.06% 162
2016
Q3 		$447K Sell
16,458
-8,850
-35% -$239K 0.08% 125
2016
Q2 		$658K Buy
+25,308
New +$651K 0.18% 94

Other funds holding IMCG

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $622M AUM 9.93% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return