CCM Investment Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CCM Investment Advisers’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
2016 Q2	–	Sell	-26,165	Closed	-$754K	–	117
2016 Q1	$754K	Sell	26,165 -9,500	-27%	-$254K	0.07%	68
2015 Q4	$993K	Sell	35,665 -2,925	-8%	-$83.6K	0.09%	66
2015 Q3	$1.05M	Sell	38,590 -9,625	-20%	-$280K	0.11%	64
2015 Q2	$1.45M	Sell	48,215 -935	-2%	-$28.5K	0.13%	73
2015 Q1	$1.49M	Sell	49,150 -1,175	-2%	-$34.8K	0.15%	74
2014 Q4	$1.46M	Sell	50,325 -1,150	-2%	-$32.3K	0.13%	69
2014 Q3	$1.41M	Sell	51,475 -3,450	-6%	-$97.2K	0.13%	68
2014 Q2	$1.57M	Sell	54,925 -4,625	-8%	-$127K	0.14%	64
2014 Q1	$1.64M	Buy	59,550 +2,875	+5%	+$77.4K	0.16%	68
2013 Q4	$1.52M	Sell	56,675 -1,000	-2%	-$25.8K	0.14%	79
2013 Q3	$1.43M	Sell	57,675 -1,750	-3%	-$42.7K	0.14%	83
2013 Q2	$1.37M	Buy	+59,425	New	+$1.38M	0.14%	82

Other funds holding IJH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

CCM Investment Advisers's IJH Position: Q2 2016 in Review

CCM Investment Advisers sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2016, closing a stake of 26,165 shares — an estimated $754K sold.

CCM Investment Advisers first reported a position in IJH in Q2 2013 and held it in 12 quarters. The position peaked at $1.64M in Q1 2014. 722 funds tracked by Wall St. Rank hold IJH as of Q2 2016.

CCM Investment Advisers reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2016 after selling out during the quarter.
CCM Investment Advisers sold 26,165 iShares Core S&P Mid-Cap ETF shares in Q2 2016, an estimated $754K.
CCM Investment Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 12 quarters.
CCM Investment Advisers's iShares Core S&P Mid-Cap ETF position peaked at $1.64M in Q1 2014.
722 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2016.

Based on CCM Investment Advisers's 13F filing for Q2 2016, filed 15 Aug 2016.