WG
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Winchester Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Winchester Group’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
2013
Q3 		$1.81M Buy
136,470
+19,200
+16% +$250K 0.4% 69
2013
Q2 		$1.45M Buy
+117,270
New +$1.45M 0.31% 80

Other funds holding IGM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Winchester Group's IGM Position: Q3 2013 in Review

Winchester Group increased its iShares Expanded Tech Sector ETF (IGM) stake by 16% in Q3 2013, buying an estimated $250K and bringing the position to 136,470 shares worth $1.81M. The position accounts for 0.4% of the portfolio, ranked #69.

Winchester Group first reported a position in IGM in Q2 2013 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold IGM as of Q3 2013.

  • Winchester Group held 136,470 shares of iShares Expanded Tech Sector ETF worth $1.81M as of Q3 2013.
  • Winchester Group bought 19,200 iShares Expanded Tech Sector ETF shares in Q3 2013, an estimated $250K.
  • iShares Expanded Tech Sector ETF made up 0.4% of Winchester Group's portfolio in Q3 2013, its #69 holding.
  • Winchester Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.