WealthBridge Capital Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

WealthBridge Capital Management’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,076	Closed	-$52K	–	465
2019 Q1	$52K	Hold	1,076	–	–	0.03%	281
2018 Q4	$43K	Buy	+1,076	New	+$47.2K	0.03%	266

Other funds holding IMCB

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

WealthBridge Capital Management's IMCB Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2019, closing a stake of 1,076 shares — an estimated $52K sold.

WealthBridge Capital Management first reported a position in IMCB in Q4 2018 and held it in 2 quarters. The position peaked at $52K in Q1 2019. 112 funds tracked by Wall St. Rank hold IMCB as of Q2 2019.

WealthBridge Capital Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 1,076 iShares Morningstar Mid-Cap ETF shares in Q2 2019, an estimated $52K.
WealthBridge Capital Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's iShares Morningstar Mid-Cap ETF position peaked at $52K in Q1 2019.
112 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.