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Capital City Trust’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Capital City 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
2013
Q3 		– Sell
-200
Closed -$6K – 147
2013
Q2 		$6K Buy
+200
New +$6.49K ﹤0.01% 196

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
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 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 $27.4B AUM 24.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Capital City Trust's IJK Position: Q3 2013 in Review

Capital City Trust sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2013, closing a stake of 200 shares — an estimated $6K sold.

Capital City Trust first reported a position in IJK in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 241 funds tracked by Wall St. Rank hold IJK as of Q3 2013.

  • Capital City Trust reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Capital City Trust sold 200 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2013, an estimated $6K.
  • Capital City Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 1 quarter.
  • Capital City Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6K in Q2 2013.
  • 241 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2013.

Based on Capital City Trust's 13F filing for Q3 2013, filed 12 Nov 2013.