East Coast Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

East Coast Asset Management’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
2014 Q3	–	Sell	-7,075	Closed	-$202K	–	118
2014 Q2	$202K	Buy	+7,075	New	+$194K	0.11%	122
2013 Q3	–	Sell	-2,455	Closed	-$57K	–	215
2013 Q2	$57K	Buy	+2,455	New	+$57K	0.03%	216

Other funds holding IJH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

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

EFS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

East Coast Asset Management's IJH Position: Q3 2014 in Review

East Coast Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2014, closing a stake of 7,075 shares — an estimated $202K sold.

East Coast Asset Management first reported a position in IJH in Q2 2013 and held it in 2 quarters. The position peaked at $202K in Q2 2014. 560 funds tracked by Wall St. Rank hold IJH as of Q3 2014.

East Coast Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
East Coast Asset Management sold 7,075 iShares Core S&P Mid-Cap ETF shares in Q3 2014, an estimated $202K.
East Coast Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 2 quarters.
East Coast Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $202K in Q2 2014.
560 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2014.

Based on East Coast Asset Management's 13F filing for Q3 2014, filed 5 Nov 2014.