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Bridgecreek Investment Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bridgecreek Investment Management’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,030
Closed -$56K – 131
2013
Q3 		$56K Hold
1,030
– – 0.02% 152
2013
Q2 		$52K Buy
+1,030
New +$52.1K 0.02% 136

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Bridgecreek Investment Management's IJJ Position: Q4 2013 in Review

Bridgecreek Investment Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2013, closing a stake of 1,030 shares — an estimated $56K sold.

Bridgecreek Investment Management first reported a position in IJJ in Q2 2013 and held it in 2 quarters. The position peaked at $56K in Q3 2013. 244 funds tracked by Wall St. Rank hold IJJ as of Q4 2013.

  • Bridgecreek Investment Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2013 after selling out during the quarter.
  • Bridgecreek Investment Management sold 1,030 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2013, an estimated $56K.
  • Bridgecreek Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 2 quarters.
  • Bridgecreek Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $56K in Q3 2013.
  • 244 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2013.

Based on Bridgecreek Investment Management's 13F filing for Q4 2013, filed 12 Feb 2014.