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Wealthspire Advisors (Maryland)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q3 		– Sell
-1,722
Closed -$45K – 1768
2016
Q2 		$45K Hold
1,722
– – 0.01% 762
2016
Q1 		$44K Sell
1,722
-1,662
-49% -$39.2K 0.01% 735
2015
Q4 		$87K Buy
+3,384
New +$87.9K 0.02% 561

Other funds holding IMCG

SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IMCG Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2016, closing a stake of 1,722 shares — an estimated $45K sold.

Wealthspire Advisors (Maryland) first reported a position in IMCG in Q4 2015 and held it in 3 quarters. The position peaked at $87K in Q4 2015. 54 funds tracked by Wall St. Rank hold IMCG as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,722 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2016, an estimated $45K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s iShares Morningstar Mid-Cap Growth ETF position peaked at $87K in Q4 2015.
  • 54 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.