Edmond de Rothschild (Suisse)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Edmond de Rothschild (Suisse)’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	$155K	Sell	5,000 -7,260	-59%	-$224K	0.05%	225
2016 Q2	$366K	Buy	12,260 +10,995	+869%	+$322K	0.12%	138
2016 Q1	$36K	Hold	1,265	–	–	0.01%	285
2015 Q4	$35K	Hold	1,265	–	–	0.01%	285
2015 Q3	$35K	Buy	+1,265	New	+$36.8K	0.01%	309

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

Edmond de Rothschild (Suisse)'s IJH Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 59% in Q3 2016, selling an estimated $224K and leaving 5,000 shares worth $155K. The position accounts for 0.05% of the portfolio, ranked #225.

Edmond de Rothschild (Suisse) first reported a position in IJH in Q3 2015 and has held it in 5 quarters since. The position peaked at $366K in Q2 2016. 755 funds tracked by Wall St. Rank hold IJH as of Q3 2016.

Edmond de Rothschild (Suisse) held 5,000 shares of iShares Core S&P Mid-Cap ETF worth $155K as of Q3 2016.
Edmond de Rothschild (Suisse) sold 7,260 iShares Core S&P Mid-Cap ETF shares in Q3 2016, an estimated $224K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #225 holding.
Edmond de Rothschild (Suisse) first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and has held it in 5 quarters since.
Edmond de Rothschild (Suisse)'s iShares Core S&P Mid-Cap ETF position peaked at $366K in Q2 2016.
755 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.