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

Chartist Inc’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
2015 Q1	–	Sell	-4,978	Closed	-$249K	–	51
2014 Q4	$249K	Buy	+4,978	New	+$292K	0.12%	50
2014 Q3	–	Sell	-4,978	Closed	-$235K	–	53
2014 Q2	$235K	Buy	+4,978	New	+$289K	0.11%	53
2014 Q1	–	Sell	-5,042	Closed	-$217K	–	49
2013 Q4	$217K	Buy	+5,042	New	+$287K	0.11%	48

Other funds holding IJT

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Chartist Inc's IJT Position: Q1 2015 in Review

Chartist Inc sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2015, closing a stake of 4,978 shares — an estimated $249K sold.

Chartist Inc first reported a position in IJT in Q4 2013 and held it in 3 quarters. The position peaked at $249K in Q4 2014. 255 funds tracked by Wall St. Rank hold IJT as of Q1 2015.

Chartist Inc reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2015 after selling out during the quarter.
Chartist Inc sold 4,978 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2015, an estimated $249K.
Chartist Inc first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and held it in 3 quarters.
Chartist Inc's iShares S&P Small-Cap 600 Growth ETF position peaked at $249K in Q4 2014.
255 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2015.

Based on Chartist Inc's 13F filing for Q1 2015, filed 28 Apr 2015.