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Wintrust Investments’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Wintrust Investments’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
2016
Q4 		– Sell
-26,956
Closed -$1.04M – 235
2016
Q3 		$1.04M Sell
26,956
-512
-2% -$19.8K 0.48% 35
2016
Q2 		$25K Buy
+27,468
New +$1.01M 0.05% 138

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wintrust Investments's IMCB Position: Q4 2016 in Review

Wintrust Investments sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2016, closing a stake of 26,956 shares — an estimated $1.04M sold.

Wintrust Investments first reported a position in IMCB in Q2 2016 and held it in 2 quarters. The position peaked at $1.04M in Q3 2016. 73 funds tracked by Wall St. Rank hold IMCB as of Q4 2016.

  • Wintrust Investments reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Wintrust Investments sold 26,956 iShares Morningstar Mid-Cap ETF shares in Q4 2016, an estimated $1.04M.
  • Wintrust Investments first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2016 and held it in 2 quarters.
  • Wintrust Investments's iShares Morningstar Mid-Cap ETF position peaked at $1.04M in Q3 2016.
  • 73 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2016.

Based on Wintrust Investments's 13F filing for Q4 2016, filed 14 Feb 2017.