Crosspoint Capital Strategies’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-4,392	Closed	-$175K	–	452
2015 Q4	$175K	Sell	4,392 -2,164	-33%	-$88.6K	0.05%	250
2015 Q3	$257K	Sell	6,556 -4,120	-39%	-$172K	0.3%	83
2015 Q2	$452K	Sell	10,676 -144	-1%	-$6.17K	0.13%	104
2015 Q1	$464K	Buy	+10,820	New	+$448K	0.22%	88

Other funds holding IJK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

EFS

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Crosspoint Capital Strategies sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2016, closing a stake of 4,392 shares — an estimated $175K sold.

Crosspoint Capital Strategies first reported a position in IJK in Q1 2015 and held it in 4 quarters. The position peaked at $464K in Q1 2015. 333 funds tracked by Wall St. Rank hold IJK as of Q1 2016.

Crosspoint Capital Strategies reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2016 after selling out during the quarter.
Crosspoint Capital Strategies sold 4,392 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2016, an estimated $175K.
Crosspoint Capital Strategies first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and held it in 4 quarters.
Crosspoint Capital Strategies's iShares S&P Mid-Cap 400 Growth ETF position peaked at $464K in Q1 2015.
333 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2016.

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