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Simon Quick Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Simon Quick Advisors’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
2019
Q2 		– Sell
-15
Closed -$1K – 534
2019
Q1 		$1K Buy
+15
New +$763 ﹤0.01% 384

Other funds holding IMCV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Simon Quick Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2019, closing a stake of 15 shares — an estimated $1K sold.

Simon Quick Advisors first reported a position in IMCV in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 78 funds tracked by Wall St. Rank hold IMCV as of Q2 2019.

  • Simon Quick Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 15 iShares Morningstar Mid-Cap Value ETF shares in Q2 2019, an estimated $1K.
  • Simon Quick Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2019 and held it in 1 quarter.
  • Simon Quick Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $1K in Q1 2019.
  • 78 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2019.

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