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United Services Automobile Association’s iShares Expanded Tech Sector ETF IGM Stock Holding History

United Services Automobile Association’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
2014
Q1 		– Sell
-159,540
Closed -$2.38M – 1237
2013
Q4 		$2.38M Sell
159,540
-158,460
-50% -$2.22M 0.01% 904
2013
Q3 		$4.22M Hold
318,000
– – 0.02% 704
2013
Q2 		$3.94M Buy
+318,000
New +$3.93M 0.02% 700

Other funds holding IGM

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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

United Services Automobile Association's IGM Position: Q1 2014 in Review

United Services Automobile Association sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2014, closing a stake of 159,540 shares — an estimated $2.38M sold.

United Services Automobile Association first reported a position in IGM in Q2 2013 and held it in 3 quarters. The position peaked at $4.22M in Q3 2013. 79 funds tracked by Wall St. Rank hold IGM as of Q1 2014.

  • United Services Automobile Association reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2014 after selling out during the quarter.
  • United Services Automobile Association sold 159,540 iShares Expanded Tech Sector ETF shares in Q1 2014, an estimated $2.38M.
  • United Services Automobile Association first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and held it in 3 quarters.
  • United Services Automobile Association's iShares Expanded Tech Sector ETF position peaked at $4.22M in Q3 2013.
  • 79 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2014.

Based on United Services Automobile Association's 13F filing for Q1 2014, filed 14 May 2014.