Tiedemann Trust’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Tiedemann Trust’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
2016 Q2	$3.89M	Hold	212,202	–	–	0.72%	27
2016 Q1	$3.91M	Hold	212,202	–	–	0.6%	29
2015 Q4	$3.92M	Hold	212,202	–	–	0.57%	36
2015 Q3	$3.55M	Hold	212,202	–	–	0.33%	31
2015 Q2	$3.66M	Buy	212,202 +111,996	+112%	+$1.98M	0.3%	31
2015 Q1	$1.72M	Buy	100,206 +42,426	+73%	+$727K	0.16%	30
2014 Q4	$981K	Hold	57,780	–	–	0.08%	39
2014 Q3	$942K	Hold	57,780	–	–	0.08%	57
2014 Q2	$916K	Hold	57,780	–	–	0.09%	58
2014 Q1	$876	Buy	57,780 +14,382	+33%	+$216K	0.1%	61
2013 Q4	$647K	Hold	43,398	–	–	0.1%	54
2013 Q3	$577K	Hold	43,398	–	–	0.1%	43
2013 Q2	$538K	Buy	+43,398	New	+$536K	0.09%	67

Other funds holding IGM

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

SEIA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BOS

Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return

Tiedemann Trust's IGM Position: Q2 2016 in Review

Tiedemann Trust held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2016 at 212,202 shares worth $3.89M. The position accounts for 0.72% of the portfolio, ranked #27.

Tiedemann Trust first reported a position in IGM in Q2 2013 and has held it in 13 quarters since. The position peaked at $3.92M in Q4 2015. 89 funds tracked by Wall St. Rank hold IGM as of Q2 2016.

Tiedemann Trust held 212,202 shares of iShares Expanded Tech Sector ETF worth $3.89M as of Q2 2016.
Tiedemann Trust left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2016.
iShares Expanded Tech Sector ETF made up 0.72% of Tiedemann Trust's portfolio in Q2 2016, its #27 holding.
Tiedemann Trust first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 13 quarters since.
Tiedemann Trust's iShares Expanded Tech Sector ETF position peaked at $3.92M in Q4 2015.
89 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.