SIA
IMCB icon

Stancorp Investment Advisers’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Stancorp Investment Advisers’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$24K Hold
628
– – 0.01% 350
2014
Q4 		$23K Buy
+628
New +$22.4K 0.01% 332

Other funds holding IMCB

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stancorp Investment Advisers's IMCB Position: Q1 2015 in Review

Stancorp Investment Advisers held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2015 at 628 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #350.

Stancorp Investment Advisers first reported a position in IMCB in Q4 2014 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold IMCB as of Q1 2015.

  • Stancorp Investment Advisers held 628 shares of iShares Morningstar Mid-Cap ETF worth $24K as of Q1 2015.
  • Stancorp Investment Advisers left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2015.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Stancorp Investment Advisers's portfolio in Q1 2015, its #350 holding.
  • Stancorp Investment Advisers first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2014 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.