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United Capital Financial Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

United Capital Financial Advisors’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,740
Closed -$71K – 1401
2019
Q3 		$71K Buy
+1,740
New +$72.6K ﹤0.01% 1257

Other funds holding IMCG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

United Capital Financial Advisors's IMCG Position: Q4 2019 in Review

United Capital Financial Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2019, closing a stake of 1,740 shares — an estimated $71K sold.

United Capital Financial Advisors first reported a position in IMCG in Q3 2019 and held it in 1 quarter. The position peaked at $71K in Q3 2019. 120 funds tracked by Wall St. Rank hold IMCG as of Q4 2019.

  • United Capital Financial Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,740 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2019, an estimated $71K.
  • United Capital Financial Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $71K in Q3 2019.
  • 120 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.