Crosspoint Capital Strategies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Crosspoint Capital Strategies’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-36,135	Closed	-$1.05M	–	450
2015 Q4	$1.05M	Buy	36,135 +29,010	+407%	+$829K	0.27%	101
2015 Q3	$195K	Buy	+7,125	New	+$207K	0.23%	105
2015 Q1	–	Sell	-405	Closed	-$12K	–	617
2014 Q4	$12K	Hold	405	–	–	﹤0.01%	506
2014 Q3	$11K	Hold	405	–	–	0.01%	363
2014 Q2	$11K	Hold	405	–	–	﹤0.01%	391
2014 Q1	$11K	Hold	405	–	–	﹤0.01%	461
2013 Q4	$11K	Buy	+405	New	+$10.5K	﹤0.01%	415

Other funds holding IJH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EFS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crosspoint Capital Strategies's IJH Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2016, closing a stake of 36,135 shares — an estimated $1.05M sold.

Crosspoint Capital Strategies first reported a position in IJH in Q4 2013 and held it in 7 quarters. The position peaked at $1.05M in Q4 2015. 710 funds tracked by Wall St. Rank hold IJH as of Q1 2016.

Crosspoint Capital Strategies reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
Crosspoint Capital Strategies sold 36,135 iShares Core S&P Mid-Cap ETF shares in Q1 2016, an estimated $1.05M.
Crosspoint Capital Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and held it in 7 quarters.
Crosspoint Capital Strategies's iShares Core S&P Mid-Cap ETF position peaked at $1.05M in Q4 2015.
710 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.