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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Sequoia Financial Advisors's IMCG Position: Q4 2017 in Review

Sequoia Financial Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2017, closing a stake of 8,934 shares — an estimated $282K sold.

Sequoia Financial Advisors first reported a position in IMCG in Q2 2016 and held it in 6 quarters. The position peaked at $658K in Q2 2016. 59 funds tracked by Wall St. Rank hold IMCG as of Q4 2017.

Sequoia Financial Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
Sequoia Financial Advisors sold 8,934 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2017, an estimated $282K.
Sequoia Financial Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2016 and held it in 6 quarters.
Sequoia Financial Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $658K in Q2 2016.
59 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2017.

Based on Sequoia Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.