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Winslow Evans & Crocker’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Winslow Evans & Crocker’s Portfolio IDGT Stock Details IDGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-250
Closed -$8.78K – 1408
2014
Q2 		$8.78K Hold
250
– – ﹤0.01% 880
2014
Q1 		$8.6K Hold
250
– – ﹤0.01% 885
2013
Q4 		$8K Buy
+250
New +$7.63K ﹤0.01% 992

Other funds holding IDGT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HCMNY
Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Winslow Evans & Crocker's IDGT Position: Q3 2014 in Review

Winslow Evans & Crocker sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q3 2014, closing a stake of 250 shares — an estimated $8.78K sold.

Winslow Evans & Crocker first reported a position in IDGT in Q4 2013 and held it in 3 quarters. The position peaked at $8.78K in Q2 2014. 36 funds tracked by Wall St. Rank hold IDGT as of Q3 2014.

  • Winslow Evans & Crocker reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q3 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 250 iShares US Digital Infrastructure and Real Estate ETF shares in Q3 2014, an estimated $8.78K.
  • Winslow Evans & Crocker first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2013 and held it in 3 quarters.
  • Winslow Evans & Crocker's iShares US Digital Infrastructure and Real Estate ETF position peaked at $8.78K in Q2 2014.
  • 36 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2014.

Based on Winslow Evans & Crocker's 13F filing for Q3 2014, filed 21 Oct 2014.