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Atalanta Sosnoff Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Atalanta Sosnoff Capital’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
2017
Q4 		– Sell
-23,155
Closed -$828K – 91
2017
Q3 		$828K Sell
23,155
-6,415
-22% -$223K 0.03% 65
2017
Q2 		$1.03M Sell
29,570
-2,430
-8% -$83.9K 0.04% 75
2017
Q1 		$1.1M Buy
32,000
+11,875
+59% +$404K 0.04% 81
2016
Q4 		$665K Buy
20,125
+1,365
+7% +$43.3K 0.02% 90
2016
Q3 		$580K Buy
+18,760
New +$580K 0.02% 97

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Atalanta Sosnoff Capital's IJH Position: Q4 2017 in Review

Atalanta Sosnoff Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2017, closing a stake of 23,155 shares — an estimated $828K sold.

Atalanta Sosnoff Capital first reported a position in IJH in Q3 2016 and held it in 5 quarters. The position peaked at $1.1M in Q1 2017. 1,097 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

  • Atalanta Sosnoff Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Atalanta Sosnoff Capital sold 23,155 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $828K.
  • Atalanta Sosnoff Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and held it in 5 quarters.
  • Atalanta Sosnoff Capital's iShares Core S&P Mid-Cap ETF position peaked at $1.1M in Q1 2017.
  • 1,097 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Atalanta Sosnoff Capital's 13F filing for Q4 2017, filed 9 Jan 2018.