1919 Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

1919 Investment Counsel’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-830	Closed	-$21K	–	1012
2013 Q3	$21K	Sell	830 -1,485	-64%	-$36.2K	﹤0.01%	788
2013 Q2	$54K	Buy	+2,315	New	+$53.7K	﹤0.01%	658

Other funds holding IJH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

1919 Investment Counsel's IJH Position: Q4 2013 in Review

1919 Investment Counsel sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2013, closing a stake of 830 shares — an estimated $21K sold.

1919 Investment Counsel first reported a position in IJH in Q2 2013 and held it in 2 quarters. The position peaked at $54K in Q2 2013. 512 funds tracked by Wall St. Rank hold IJH as of Q4 2013.

1919 Investment Counsel reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2013 after selling out during the quarter.
1919 Investment Counsel sold 830 iShares Core S&P Mid-Cap ETF shares in Q4 2013, an estimated $21K.
1919 Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 2 quarters.
1919 Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $54K in Q2 2013.
512 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2013.

Based on 1919 Investment Counsel's 13F filing for Q4 2013, filed 14 Feb 2014.