Syntal Capital Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Syntal Capital Partners’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
2019 Q4	–	Sell	-109,950	Closed	-$3.98M	–	146
2019 Q3	$3.98M	Sell	109,950 -30	-0%	-$1.1K	1.03%	16
2019 Q2	$3.95M	Buy	+109,980	New	+$3.89M	0.85%	21
2014 Q2	–	Sell	-109,950	Closed	-$16.7M	–	231
2014 Q1	$16.7M	Buy	+109,950	New	+$1.65M	9.76%	4

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Syntal Capital Partners's IGM Position: Q4 2019 in Review

Syntal Capital Partners sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2019, closing a stake of 109,950 shares — an estimated $3.98M sold.

Syntal Capital Partners first reported a position in IGM in Q1 2014 and held it in 3 quarters. The position peaked at $16.7M in Q1 2014. 168 funds tracked by Wall St. Rank hold IGM as of Q4 2019.

Syntal Capital Partners reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2019 after selling out during the quarter.
Syntal Capital Partners sold 109,950 iShares Expanded Tech Sector ETF shares in Q4 2019, an estimated $3.98M.
Syntal Capital Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 2014 and held it in 3 quarters.
Syntal Capital Partners's iShares Expanded Tech Sector ETF position peaked at $16.7M in Q1 2014.
168 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2019.

Based on Syntal Capital Partners's 13F filing for Q4 2019, filed 10 Feb 2020.