Courage Miller Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-65,408	Closed	-$3.77M	–	57
2014 Q2	$3.77M	Buy	65,408 +1,292	+2%	+$72.3K	2.77%	13
2014 Q1	$3.64M	Buy	64,116 +4,616	+8%	+$255K	2.86%	12
2013 Q4	$3.31M	Sell	59,500 -2,980	-5%	-$159K	2.8%	14
2013 Q3	$3.19M	Buy	62,480 +980	+2%	+$48.7K	2.62%	14
2013 Q2	$2.87M	Buy	+61,500	New	+$2.82M	2.61%	14

Other funds holding IJS

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Courage Miller Partners's IJS Position: Q3 2014 in Review

Courage Miller Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2014, closing a stake of 65,408 shares — an estimated $3.77M sold.

Courage Miller Partners first reported a position in IJS in Q2 2013 and held it in 5 quarters. The position peaked at $3.77M in Q2 2014. 225 funds tracked by Wall St. Rank hold IJS as of Q3 2014.

Courage Miller Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2014 after selling out during the quarter.
Courage Miller Partners sold 65,408 iShares S&P Small-Cap 600 Value ETF shares in Q3 2014, an estimated $3.77M.
Courage Miller Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and held it in 5 quarters.
Courage Miller Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $3.77M in Q2 2014.
225 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2014.

Based on Courage Miller Partners's 13F filing for Q3 2014, filed 5 Nov 2014.