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

Barometer Capital Management’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
2016 Q4	–	Sell	-38,000	Closed	-$1.18M	–	154
2016 Q3	$1.18M	Buy	+38,000	New	+$1.17M	0.13%	99
2014 Q3	–	Sell	-49,500	Closed	-$1.42M	–	146
2014 Q2	$1.42M	Buy	49,500 +6,000	+14%	+$165K	0.27%	45
2014 Q1	$1.2M	Hold	43,500	–	–	0.26%	58
2013 Q4	$1.16M	Buy	+43,500	New	+$1.12M	0.29%	57

Other funds holding IJH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EFS

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Barometer Capital Management's IJH Position: Q4 2016 in Review

Barometer Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2016, closing a stake of 38,000 shares — an estimated $1.18M sold.

Barometer Capital Management first reported a position in IJH in Q4 2013 and held it in 4 quarters. The position peaked at $1.42M in Q2 2014. 872 funds tracked by Wall St. Rank hold IJH as of Q4 2016.

Barometer Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2016 after selling out during the quarter.
Barometer Capital Management sold 38,000 iShares Core S&P Mid-Cap ETF shares in Q4 2016, an estimated $1.18M.
Barometer Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and held it in 4 quarters.
Barometer Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $1.42M in Q2 2014.
872 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2016.

Based on Barometer Capital Management's 13F filing for Q4 2016, filed 17 Jan 2017.