WFG Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

WFG Advisors’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
2015 Q3	–	Sell	-240	Closed	-$4K	–	1658
2015 Q2	$4K	Hold	240	–	–	﹤0.01%	1387
2015 Q1	$4K	Buy	+240	New	+$4.11K	﹤0.01%	1419
2014 Q1	–	Sell	-3,654	Closed	-$55K	–	2095
2013 Q4	$55K	Buy	3,654 +798	+28%	+$11.2K	0.01%	964
2013 Q3	$38K	Buy	2,856 +252	+10%	+$3.28K	0.01%	1025
2013 Q2	$32K	Buy	+2,604	New	+$32.1K	0.01%	1046

Other funds holding IGM

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WFG Advisors's IGM Position: Q3 2015 in Review

WFG Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2015, closing a stake of 240 shares — an estimated $4K sold.

WFG Advisors first reported a position in IGM in Q2 2013 and held it in 5 quarters. The position peaked at $55K in Q4 2013. 84 funds tracked by Wall St. Rank hold IGM as of Q3 2015.

WFG Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2015 after selling out during the quarter.
WFG Advisors sold 240 iShares Expanded Tech Sector ETF shares in Q3 2015, an estimated $4K.
WFG Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and held it in 5 quarters.
WFG Advisors's iShares Expanded Tech Sector ETF position peaked at $55K in Q4 2013.
84 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.