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Stokes & Hubbell Capital Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Stokes & Hubbell Capital Management’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$638K Sell
17,455
-280
-2% -$9.74K 0.13% 82
2018
Q4 		$562K Buy
17,735
+45
+0.3% +$1.52K 0.13% 80
2018
Q3 		$658K Buy
17,690
+1,680
+10% +$60.9K 0.14% 76
2018
Q2 		$559K Buy
16,010
+7,365
+85% +$250K 0.13% 82
2018
Q1 		$283K Hold
8,645
– – 0.07% 108
2017
Q4 		$271K Buy
+8,645
New +$264K 0.07% 104

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $501B AUM 22.01% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return