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SignalPoint Asset Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

SignalPoint Asset Management’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,623
Closed -$207K – 250
2016
Q3 		$207K Buy
+4,623
New +$203K 0.05% 225

Other funds holding IMCV

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SignalPoint Asset Management's IMCV Position: Q4 2016 in Review

SignalPoint Asset Management sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2016, closing a stake of 4,623 shares — an estimated $207K sold.

SignalPoint Asset Management first reported a position in IMCV in Q3 2016 and held it in 1 quarter. The position peaked at $207K in Q3 2016. 54 funds tracked by Wall St. Rank hold IMCV as of Q4 2016.

  • SignalPoint Asset Management reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2016 after selling out during the quarter.
  • SignalPoint Asset Management sold 4,623 iShares Morningstar Mid-Cap Value ETF shares in Q4 2016, an estimated $207K.
  • SignalPoint Asset Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2016 and held it in 1 quarter.
  • SignalPoint Asset Management's iShares Morningstar Mid-Cap Value ETF position peaked at $207K in Q3 2016.
  • 54 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2016.

Based on SignalPoint Asset Management's 13F filing for Q4 2016, filed 1 Feb 2017.