Courage Miller Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Courage Miller Partners’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-71,114	Closed	-$4.28M	–	60
2014 Q3	$4.28M	Buy	71,114 +1,054	+2%	+$65.8K	3.33%	10
2014 Q2	$4.45M	Sell	70,060 -4,852	-6%	-$295K	3.26%	9
2014 Q1	$4.51M	Buy	74,912 +3,728	+5%	+$218K	3.55%	8
2013 Q4	$4.14M	Sell	71,184 -1,954	-3%	-$110K	3.5%	10
2013 Q3	$3.95M	Buy	73,138 +3,150	+5%	+$168K	3.24%	12
2013 Q2	$3.54M	Buy	+69,988	New	+$3.54M	3.22%	12

Other funds holding IJJ

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

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

EFS

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

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Courage Miller Partners's IJJ Position: Q4 2014 in Review

Courage Miller Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2014, closing a stake of 71,114 shares — an estimated $4.28M sold.

Courage Miller Partners first reported a position in IJJ in Q2 2013 and held it in 6 quarters. The position peaked at $4.51M in Q1 2014. 279 funds tracked by Wall St. Rank hold IJJ as of Q4 2014.

Courage Miller Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2014 after selling out during the quarter.
Courage Miller Partners sold 71,114 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2014, an estimated $4.28M.
Courage Miller Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 6 quarters.
Courage Miller Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.51M in Q1 2014.
279 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2014.

Based on Courage Miller Partners's 13F filing for Q4 2014, filed 6 Feb 2015.