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

Stone Toro 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	$341K	Buy	+127,588	New	+$4.79M	3.43%	7

Other funds holding IMCB

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return

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

Stone Toro Investment Advisers's IMCB Position: Q1 2015 in Review

Stone Toro Investment Advisers opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2015: 127,588 shares worth $341K. The stake represents 3.43% of the portfolio and ranks #7 among its holdings.

61 funds tracked by Wall St. Rank hold IMCB as of Q1 2015.

Stone Toro Investment Advisers held 127,588 shares of iShares Morningstar Mid-Cap ETF worth $341K as of Q1 2015.
iShares Morningstar Mid-Cap ETF was a new Stone Toro Investment Advisers position in Q1 2015.
iShares Morningstar Mid-Cap ETF made up 3.43% of Stone Toro Investment Advisers's portfolio in Q1 2015, its #7 holding.
61 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2015.

Based on Stone Toro Investment Advisers's 13F filing for Q1 2015, filed 7 May 2015.