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Donoghue Forlines’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Donoghue Forlines’s Portfolio SCJ Stock Details SCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-69,264
Closed -$5.4M – 129
2018
Q3 		$5.4M Buy
+69,264
New +$5.28M 0.42% 70
2018
Q2 		– Sell
-61,358
Closed -$5.03M – 179
2018
Q1 		$5.03M Sell
61,358
-54,220
-47% -$4.41M 0.44% 63
2017
Q4 		$9.22M Buy
+115,578
New +$8.92M 0.7% 61

Other funds holding SCJ

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VIM
VCU Investment Management Richmond, Virginia $68.6M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Donoghue Forlines's SCJ Position: Q4 2018 in Review

Donoghue Forlines sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q4 2018, closing a stake of 69,264 shares — an estimated $5.4M sold.

Donoghue Forlines first reported a position in SCJ in Q4 2017 and held it in 3 quarters. The position peaked at $9.22M in Q4 2017. 40 funds tracked by Wall St. Rank hold SCJ as of Q4 2018.

  • Donoghue Forlines reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Donoghue Forlines sold 69,264 iShares MSCI Japan Small-Cap ETF shares in Q4 2018, an estimated $5.4M.
  • Donoghue Forlines first reported a position in iShares MSCI Japan Small-Cap ETF in Q4 2017 and held it in 3 quarters.
  • Donoghue Forlines's iShares MSCI Japan Small-Cap ETF position peaked at $9.22M in Q4 2017.
  • 40 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q4 2018.

Based on Donoghue Forlines's 13F filing for Q4 2018, filed 24 Jan 2019.