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

Bridgecreek Investment Management’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,060
Closed -$72K – 132
2013
Q3 		$72K Hold
2,060
– – 0.02% 142
2013
Q2 		$66K Buy
+2,060
New +$66.9K 0.02% 131

Other funds holding IJK

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Bridgecreek Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2013, closing a stake of 2,060 shares — an estimated $72K sold.

Bridgecreek Investment Management first reported a position in IJK in Q2 2013 and held it in 2 quarters. The position peaked at $72K in Q3 2013. 262 funds tracked by Wall St. Rank hold IJK as of Q4 2013.

  • Bridgecreek Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Bridgecreek Investment Management sold 2,060 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2013, an estimated $72K.
  • Bridgecreek Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 2 quarters.
  • Bridgecreek Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $72K in Q3 2013.
  • 262 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2013.

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