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Cedar Capital’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Cedar Capital’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-11,228
Closed -$842K – 106
2016
Q4 		$842K Sell
11,228
-450
-4% -$31.7K 0.33% 33
2016
Q3 		$801K Buy
+11,678
New +$788K 0.29% 34

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cedar Capital's IJT Position: Q1 2017 in Review

Cedar Capital sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2017, closing a stake of 11,228 shares — an estimated $842K sold.

Cedar Capital first reported a position in IJT in Q3 2016 and held it in 2 quarters. The position peaked at $842K in Q4 2016. 350 funds tracked by Wall St. Rank hold IJT as of Q1 2017.

  • Cedar Capital reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Cedar Capital sold 11,228 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2017, an estimated $842K.
  • Cedar Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2016 and held it in 2 quarters.
  • Cedar Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $842K in Q4 2016.
  • 350 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2017.

Based on Cedar Capital's 13F filing for Q1 2017, filed 4 May 2017.