Aldebaran Financial’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Aldebaran Financial’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-5,268	Closed	-$223K	–	98
2016 Q2	$223K	Hold	5,268	–	–	0.18%	96
2016 Q1	$214K	Hold	5,268	–	–	0.19%	93
2015 Q4	$212K	Hold	5,268	–	–	0.2%	94
2015 Q3	$207K	Hold	5,268	–	–	0.2%	93
2015 Q2	$223K	Hold	5,268	–	–	0.19%	97
2015 Q1	$226K	Buy	+5,268	New	+$218K	0.19%	99
2014 Q3	–	Sell	-5,268	Closed	-$207K	–	119
2014 Q2	$207K	Hold	5,268	–	–	0.16%	114
2014 Q1	$203K	Buy	+5,268	New	+$198K	0.18%	111

Other funds holding IJK

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EFS

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Aldebaran Financial's IJK Position: Q3 2016 in Review

Aldebaran Financial sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2016, closing a stake of 5,268 shares — an estimated $223K sold.

Aldebaran Financial first reported a position in IJK in Q1 2014 and held it in 8 quarters. The position peaked at $226K in Q1 2015. 354 funds tracked by Wall St. Rank hold IJK as of Q3 2016.

Aldebaran Financial reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2016 after selling out during the quarter.
Aldebaran Financial sold 5,268 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2016, an estimated $223K.
Aldebaran Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2014 and held it in 8 quarters.
Aldebaran Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $226K in Q1 2015.
354 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2016.

Based on Aldebaran Financial's 13F filing for Q3 2016, filed 16 Dec 2016.