SPC Financial Inc’s iShares Expanded Tech Sector ETF IGM Stock Holding History

SPC Financial Inc’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
2015 Q2	–	Sell	-292,638	Closed	-$5.03M	–	115
2015 Q1	$5.03M	Sell	292,638 -41,328	-12%	-$708K	1.38%	26
2014 Q4	$5.67M	Sell	333,966 -12,900	-4%	-$213K	1.65%	22
2014 Q3	$5.66M	Buy	346,866 +3,798	+1%	+$61.8K	1.64%	18
2014 Q2	$5.44M	Buy	343,068 +4,338	+1%	+$66K	1.52%	23
2014 Q1	$5.14M	Sell	338,730 -1,680	-0.5%	-$25.3K	1.56%	19
2013 Q4	$5.08M	Sell	340,410 -3,840	-1%	-$53.8K	1.59%	22
2013 Q3	$4.58M	Sell	344,250 -480	-0.1%	-$6.25K	1.63%	20
2013 Q2	$4.28M	Buy	+344,730	New	+$4.26M	1.65%	18

Other funds holding IGM

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BOS

Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return

SPC Financial Inc's IGM Position: Q2 2015 in Review

SPC Financial Inc sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2015, closing a stake of 292,638 shares — an estimated $5.03M sold.

SPC Financial Inc first reported a position in IGM in Q2 2013 and held it in 8 quarters. The position peaked at $5.67M in Q4 2014. 91 funds tracked by Wall St. Rank hold IGM as of Q2 2015.

SPC Financial Inc reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2015 after selling out during the quarter.
SPC Financial Inc sold 292,638 iShares Expanded Tech Sector ETF shares in Q2 2015, an estimated $5.03M.
SPC Financial Inc first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and held it in 8 quarters.
SPC Financial Inc's iShares Expanded Tech Sector ETF position peaked at $5.67M in Q4 2014.
91 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2015.

Based on SPC Financial Inc's 13F filing for Q2 2015, filed 23 Jul 2015.