TD Capital Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

TD Capital Management’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
2017 Q4	–	Sell	-72	Closed	-$3K	–	231
2017 Q3	$3K	Buy	+72	New	+$3.07K	﹤0.01%	214

Other funds holding IMCB

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

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

TD Capital Management's IMCB Position: Q4 2017 in Review

TD Capital Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2017, closing a stake of 72 shares — an estimated $3K sold.

TD Capital Management first reported a position in IMCB in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 87 funds tracked by Wall St. Rank hold IMCB as of Q4 2017.

TD Capital Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
TD Capital Management sold 72 iShares Morningstar Mid-Cap ETF shares in Q4 2017, an estimated $3K.
TD Capital Management first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2017 and held it in 1 quarter.
TD Capital Management's iShares Morningstar Mid-Cap ETF position peaked at $3K in Q3 2017.
87 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2017.

Based on TD Capital Management's 13F filing for Q4 2017, filed 9 Feb 2018.