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Wilmington Trust’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Wilmington Trust’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
2014
Q2 		$274K Sell
17,298
-150
-0.9% -$2.28K ﹤0.01% 628
2014
Q1 		$264K Buy
17,448
+186
+1% +$2.8K ﹤0.01% 619
2013
Q4 		$258K Sell
17,262
-150
-0.9% -$2.1K ﹤0.01% 620
2013
Q3 		$232K Hold
17,412
– – ﹤0.01% 616
2013
Q2 		$216K Buy
+17,412
New +$215K ﹤0.01% 617

Other funds holding IGM

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wilmington Trust's IGM Position: Q2 2014 in Review

Wilmington Trust reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.86% in Q2 2014, selling an estimated $2.28K and leaving 17,298 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Wilmington Trust first reported a position in IGM in Q2 2013 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold IGM as of Q2 2014.

  • Wilmington Trust held 17,298 shares of iShares Expanded Tech Sector ETF worth $274K as of Q2 2014.
  • Wilmington Trust sold 150 iShares Expanded Tech Sector ETF shares in Q2 2014, an estimated $2.28K.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Wilmington Trust's portfolio in Q2 2014, its #628 holding.
  • Wilmington Trust first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.