Strategic Capital Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Strategic Capital Group’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
2014 Q2	$172K	Buy	+4,868	New	+$165K	0.05%	145

Other funds holding IMCB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

PCM

Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return

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

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

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Strategic Capital Group's IMCB Position: Q2 2014 in Review

Strategic Capital Group opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2014: 4,868 shares worth $172K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings.

39 funds tracked by Wall St. Rank hold IMCB as of Q2 2014.

Strategic Capital Group held 4,868 shares of iShares Morningstar Mid-Cap ETF worth $172K as of Q2 2014.
iShares Morningstar Mid-Cap ETF was a new Strategic Capital Group position in Q2 2014.
iShares Morningstar Mid-Cap ETF made up 0.05% of Strategic Capital Group's portfolio in Q2 2014, its #145 holding.
39 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.