Bay Colony Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bay Colony Advisors’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,088	Closed	-$306K	–	211
2019 Q4	$306K	Buy	3,088 +102	+3%	+$9.42K	0.2%	173
2019 Q3	$266K	Sell	2,986 -102	-3%	-$9.21K	0.18%	189
2019 Q2	$282K	Sell	3,088 -8	-0.3%	-$719	0.18%	153
2019 Q1	$275K	Sell	3,096 -14	-0.5%	-$1.24K	0.18%	152
2018 Q4	$251K	Sell	3,110 -294	-9%	-$26.2K	0.21%	125
2018 Q3	$343K	Buy	3,404 +362	+12%	+$36.4K	0.26%	111
2018 Q2	$287K	Buy	+3,042	New	+$279K	0.2%	109

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Bay Colony Advisors's IJT Position: Q1 2020 in Review

Bay Colony Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 3,088 shares — an estimated $306K sold.

Bay Colony Advisors first reported a position in IJT in Q2 2018 and held it in 7 quarters. The position peaked at $343K in Q3 2018. 449 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

Bay Colony Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
Bay Colony Advisors sold 3,088 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $306K.
Bay Colony Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 7 quarters.
Bay Colony Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $343K in Q3 2018.
449 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Bay Colony Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.