WI
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WBI Investments’s iShares Expanded Tech Sector ETF IGM Stock Holding History

WBI Investments’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
2017
Q4 		– Sell
-12,192
Closed -$316K – 328
2017
Q3 		$316K Buy
+12,192
New +$308K 0.01% 270

Other funds holding IGM

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WBI Investments's IGM Position: Q4 2017 in Review

WBI Investments sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2017, closing a stake of 12,192 shares — an estimated $316K sold.

WBI Investments first reported a position in IGM in Q3 2017 and held it in 1 quarter. The position peaked at $316K in Q3 2017. 123 funds tracked by Wall St. Rank hold IGM as of Q4 2017.

  • WBI Investments reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2017 after selling out during the quarter.
  • WBI Investments sold 12,192 iShares Expanded Tech Sector ETF shares in Q4 2017, an estimated $316K.
  • WBI Investments first reported a position in iShares Expanded Tech Sector ETF in Q3 2017 and held it in 1 quarter.
  • WBI Investments's iShares Expanded Tech Sector ETF position peaked at $316K in Q3 2017.
  • 123 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2017.

Based on WBI Investments's 13F filing for Q4 2017, filed 8 Feb 2018.