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Thomaspartners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Thomaspartners’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-500
Closed -$14K – 159
2013
Q2 		$14K Buy
+500
New +$6.85K ﹤0.01% 183

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
FA
Financial Advantage Columbia, Maryland $65.2M AUM 14.55% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thomaspartners's IGV Position: Q3 2013 in Review

Thomaspartners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2013, closing a stake of 500 shares — an estimated $14K sold.

Thomaspartners first reported a position in IGV in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 54 funds tracked by Wall St. Rank hold IGV as of Q3 2013.

  • Thomaspartners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2013 after selling out during the quarter.
  • Thomaspartners sold 500 iShares Expanded Tech-Software Sector ETF shares in Q3 2013, an estimated $14K.
  • Thomaspartners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and held it in 1 quarter.
  • Thomaspartners's iShares Expanded Tech-Software Sector ETF position peaked at $14K in Q2 2013.
  • 54 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2013.

Based on Thomaspartners's 13F filing for Q3 2013, filed 14 Nov 2013.