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Signet Financial Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Signet Financial Management’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,514
Closed -$88K – 505
2018
Q3 		$88K Buy
2,514
+360
+17% +$12.2K 0.02% 333
2018
Q2 		$69K Sell
2,154
-4,698
-69% -$148K 0.01% 346
2018
Q1 		$205K Sell
6,852
-1,464
-18% -$44.4K 0.04% 204
2017
Q4 		$234K Sell
8,316
-1,824
-18% -$50.4K 0.04% 190
2017
Q3 		$262K Buy
10,140
+2,076
+26% +$52.4K 0.05% 169
2017
Q2 		$194K Buy
+8,064
New +$194K 0.04% 178
2017
Q1 		– Sell
-8,568
Closed -$177K – 199
2016
Q4 		$177K Sell
8,568
-42
-0.5% -$864 0.04% 172
2016
Q3 		$177K Sell
8,610
-1,014
-11% -$20.1K 0.04% 161
2016
Q2 		$177K Sell
9,624
-10,542
-52% -$193K 0.04% 161
2016
Q1 		$372K Buy
+20,166
New +$347K 0.08% 134

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return