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Bristol County Savings Bank’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bristol County Savings Bank’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
2017
Q4 		$3.33M Sell
87,830
-18,695
-18% -$691K 3.12% 6
2017
Q3 		$3.81M Buy
+106,525
New +$3.71M 3.79% 4

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
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

Bristol County Savings Bank's IJH Position: Q4 2017 in Review

Bristol County Savings Bank reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q4 2017, selling an estimated $691K and leaving 87,830 shares worth $3.33M. The position accounts for 3.12% of the portfolio, ranked #6.

Bristol County Savings Bank first reported a position in IJH in Q3 2017 and has held it in 2 quarters since. The position peaked at $3.81M in Q3 2017. 1,098 funds tracked by Wall St. Rank hold IJH as of Q4 2017.

  • Bristol County Savings Bank held 87,830 shares of iShares Core S&P Mid-Cap ETF worth $3.33M as of Q4 2017.
  • Bristol County Savings Bank sold 18,695 iShares Core S&P Mid-Cap ETF shares in Q4 2017, an estimated $691K.
  • iShares Core S&P Mid-Cap ETF made up 3.12% of Bristol County Savings Bank's portfolio in Q4 2017, its #6 holding.
  • Bristol County Savings Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and has held it in 2 quarters since.
  • Bristol County Savings Bank's iShares Core S&P Mid-Cap ETF position peaked at $3.81M in Q3 2017.
  • 1,098 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2017.

Based on Bristol County Savings Bank's 13F filing for Q4 2017, filed 23 Jan 2018.