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Simon Quick Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Simon Quick 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
2019
Q2 		– Sell
-18
Closed -$1K – 533
2019
Q1 		$1K Buy
+18
New +$662 ﹤0.01% 383

Other funds holding IMCG

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simon Quick Advisors's IMCG Position: Q2 2019 in Review

Simon Quick Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2019, closing a stake of 18 shares — an estimated $1K sold.

Simon Quick Advisors first reported a position in IMCG in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 90 funds tracked by Wall St. Rank hold IMCG as of Q2 2019.

  • Simon Quick Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 18 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2019, an estimated $1K.
  • Simon Quick Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2019 and held it in 1 quarter.
  • Simon Quick Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $1K in Q1 2019.
  • 90 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2019.

Based on Simon Quick Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.