Tiedemann Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Tiedemann Advisors’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
2019 Q4	–	Sell	-8,876	Closed	-$440K	–	316
2019 Q3	$440K	Hold	8,876	–	–	0.02%	229
2019 Q2	$430K	Hold	8,876	–	–	0.02%	213
2019 Q1	$415K	Hold	8,876	–	–	0.02%	324
2018 Q4	$356K	Hold	8,876	–	–	0.02%	333
2018 Q3	$427K	Hold	8,876	–	–	0.03%	239
2018 Q2	$412K	Sell	8,876 -736	-8%	-$33.7K	0.03%	236
2018 Q1	$436K	Buy	+9,612	New	+$448K	0.03%	209

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

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

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

RJFSA

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

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

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 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

Tiedemann Advisors's IMCB Position: Q4 2019 in Review

Tiedemann Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2019, closing a stake of 8,876 shares — an estimated $440K sold.

Tiedemann Advisors first reported a position in IMCB in Q1 2018 and held it in 7 quarters. The position peaked at $440K in Q3 2019. 127 funds tracked by Wall St. Rank hold IMCB as of Q4 2019.

Tiedemann Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Tiedemann Advisors sold 8,876 iShares Morningstar Mid-Cap ETF shares in Q4 2019, an estimated $440K.
Tiedemann Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2018 and held it in 7 quarters.
Tiedemann Advisors's iShares Morningstar Mid-Cap ETF position peaked at $440K in Q3 2019.
127 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2019.

Based on Tiedemann Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.