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Canandaigua National Bank & Trust’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Canandaigua National Bank & Trust’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
2019
Q1 		– Sell
-4,680
Closed -$224K – 295
2018
Q4 		$224K Buy
+4,680
New +$245K 0.05% 248

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Canandaigua National Bank & Trust's IJK Position: Q1 2019 in Review

Canandaigua National Bank & Trust sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2019, closing a stake of 4,680 shares — an estimated $224K sold.

Canandaigua National Bank & Trust first reported a position in IJK in Q4 2018 and held it in 1 quarter. The position peaked at $224K in Q4 2018. 535 funds tracked by Wall St. Rank hold IJK as of Q1 2019.

  • Canandaigua National Bank & Trust reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Canandaigua National Bank & Trust sold 4,680 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2019, an estimated $224K.
  • Canandaigua National Bank & Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 1 quarter.
  • Canandaigua National Bank & Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $224K in Q4 2018.
  • 535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2019.

Based on Canandaigua National Bank & Trust's 13F filing for Q1 2019, filed 25 Apr 2019.