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WFG Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

WFG Advisors’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
2014
Q4 		– Sell
-3,900
Closed -$136K – 2154
2014
Q3 		$136K Sell
3,900
-80
-2% -$2.83K 0.03% 556
2014
Q2 		$140K Buy
3,980
+8
+0.2% +$272 0.03% 544
2014
Q1 		$134K Buy
3,972
+104
+3% +$3.42K 0.03% 542
2013
Q4 		$125K Buy
3,868
+8
+0.2% +$248 0.02% 660
2013
Q3 		$115K Buy
3,860
+12
+0.3% +$351 0.02% 662
2013
Q2 		$107K Buy
+3,848
New +$108K 0.02% 646

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return

WFG Advisors's IMCB Position: Q4 2014 in Review

WFG Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2014, closing a stake of 3,900 shares — an estimated $136K sold.

WFG Advisors first reported a position in IMCB in Q2 2013 and held it in 6 quarters. The position peaked at $140K in Q2 2014. 50 funds tracked by Wall St. Rank hold IMCB as of Q4 2014.

  • WFG Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 3,900 iShares Morningstar Mid-Cap ETF shares in Q4 2014, an estimated $136K.
  • WFG Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's iShares Morningstar Mid-Cap ETF position peaked at $140K in Q2 2014.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.