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

Courage Miller Partners’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
2014
Q3 		– Sell
-32,008
Closed -$1.93M – 58
2014
Q2 		$1.93M Sell
32,008
-28,626
-47% -$1.66M 1.42% 31
2014
Q1 		$3.61M Buy
60,634
+4,458
+8% +$262K 2.84% 13
2013
Q4 		$3.33M Sell
56,176
-4,422
-7% -$252K 2.82% 13
2013
Q3 		$3.28M Buy
60,598
+706
+1% +$36.8K 2.69% 13
2013
Q2 		$2.9M Buy
+59,892
New +$2.85M 2.63% 13

Other funds holding IJT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Courage Miller Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2014, closing a stake of 32,008 shares — an estimated $1.93M sold.

Courage Miller Partners first reported a position in IJT in Q2 2013 and held it in 5 quarters. The position peaked at $3.61M in Q1 2014. 204 funds tracked by Wall St. Rank hold IJT as of Q3 2014.

  • Courage Miller Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Courage Miller Partners sold 32,008 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2014, an estimated $1.93M.
  • Courage Miller Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 5 quarters.
  • Courage Miller Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.61M in Q1 2014.
  • 204 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2014.

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