Shine Investment Advisory Services’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Shine Investment Advisory Services’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
2020 Q1	–	Sell	-684	Closed	-$36K	–	738
2019 Q4	$36K	Buy	684 +4	+0.6%	+$203	0.01%	393
2019 Q3	$34K	Hold	680	–	–	0.02%	380
2019 Q2	$33K	Hold	680	–	–	0.02%	384
2019 Q1	$32K	Hold	680	–	–	0.01%	389
2018 Q4	$27K	Buy	+680	New	+$29.8K	0.01%	395

Other funds holding IMCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Shine Investment Advisory Services's IMCB Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2020, closing a stake of 684 shares — an estimated $36K sold.

Shine Investment Advisory Services first reported a position in IMCB in Q4 2018 and held it in 5 quarters. The position peaked at $36K in Q4 2019. 103 funds tracked by Wall St. Rank hold IMCB as of Q1 2020.

Shine Investment Advisory Services reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 684 iShares Morningstar Mid-Cap ETF shares in Q1 2020, an estimated $36K.
Shine Investment Advisory Services first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and held it in 5 quarters.
Shine Investment Advisory Services's iShares Morningstar Mid-Cap ETF position peaked at $36K in Q4 2019.
103 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.