CS McKee’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CS McKee’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 Q3	–	Sell	-8,160	Closed	-$244K	–	103
2016 Q2	$244K	Buy	+8,160	New	+$239K	0.01%	106

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

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

EFS

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

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

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

BIT

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CS McKee's IJH Position: Q3 2016 in Review

CS McKee sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2016, closing a stake of 8,160 shares — an estimated $244K sold.

CS McKee first reported a position in IJH in Q2 2016 and held it in 1 quarter. The position peaked at $244K in Q2 2016. 755 funds tracked by Wall St. Rank hold IJH as of Q3 2016.

CS McKee reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2016 after selling out during the quarter.
CS McKee sold 8,160 iShares Core S&P Mid-Cap ETF shares in Q3 2016, an estimated $244K.
CS McKee first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and held it in 1 quarter.
CS McKee's iShares Core S&P Mid-Cap ETF position peaked at $244K in Q2 2016.
755 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2016.

Based on CS McKee's 13F filing for Q3 2016, filed 15 Nov 2016.