UBP Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

UBP Investment Advisors’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
2018 Q4	–	Sell	-20,400	Closed	-$712K	–	51
2018 Q3	$712K	Hold	20,400	–	–	0.68%	37
2018 Q2	$651K	Hold	20,400	–	–	0.77%	32
2018 Q1	$610K	Hold	20,400	–	–	0.66%	33
2017 Q4	$574K	Buy	+20,400	New	+$564K	0.68%	38

Other funds holding IGM

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

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

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

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

DWM

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

SEIA

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

UBP Investment Advisors's IGM Position: Q4 2018 in Review

UBP Investment Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2018, closing a stake of 20,400 shares — an estimated $712K sold.

UBP Investment Advisors first reported a position in IGM in Q4 2017 and held it in 4 quarters. The position peaked at $712K in Q3 2018. 144 funds tracked by Wall St. Rank hold IGM as of Q4 2018.

UBP Investment Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2018 after selling out during the quarter.
UBP Investment Advisors sold 20,400 iShares Expanded Tech Sector ETF shares in Q4 2018, an estimated $712K.
UBP Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2017 and held it in 4 quarters.
UBP Investment Advisors's iShares Expanded Tech Sector ETF position peaked at $712K in Q3 2018.
144 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2018.

Based on UBP Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.