BFG
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Beacon Financial Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Beacon Financial Group’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
2013
Q4 		– Sell
-4,318
Closed -$233K – 185
2013
Q3 		$233K Buy
+4,318
New +$225K 0.05% 165

Other funds holding IJT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Beacon Financial Group's IJT Position: Q4 2013 in Review

Beacon Financial Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2013, closing a stake of 4,318 shares — an estimated $233K sold.

Beacon Financial Group first reported a position in IJT in Q3 2013 and held it in 1 quarter. The position peaked at $233K in Q3 2013. 218 funds tracked by Wall St. Rank hold IJT as of Q4 2013.

  • Beacon Financial Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Beacon Financial Group sold 4,318 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2013, an estimated $233K.
  • Beacon Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2013 and held it in 1 quarter.
  • Beacon Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $233K in Q3 2013.
  • 218 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2013.

Based on Beacon Financial Group's 13F filing for Q4 2013, filed 10 Feb 2014.