EFG Asset Management (Americas)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

EFG Asset Management (Americas)’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 Q4	–	Sell	-4,000	Closed	-$175K	–	114
2016 Q3	$175K	Buy	+4,000	New	+$176K	0.07%	99
2014 Q4	–	Sell	-952	Closed	-$36K	–	227
2014 Q3	$36K	Hold	952	–	–	0.04%	82
2014 Q2	$37K	Hold	952	–	–	0.03%	84
2014 Q1	$36K	Buy	+952	New	+$35.8K	0.03%	97

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

EFG Asset Management (Americas)'s IJK Position: Q4 2016 in Review

EFG Asset Management (Americas) sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2016, closing a stake of 4,000 shares — an estimated $175K sold.

EFG Asset Management (Americas) first reported a position in IJK in Q1 2014 and held it in 4 quarters. The position peaked at $175K in Q3 2016. 379 funds tracked by Wall St. Rank hold IJK as of Q4 2016.

EFG Asset Management (Americas) reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2016 after selling out during the quarter.
EFG Asset Management (Americas) sold 4,000 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2016, an estimated $175K.
EFG Asset Management (Americas) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2014 and held it in 4 quarters.
EFG Asset Management (Americas)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $175K in Q3 2016.
379 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2016.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2016, filed 14 Feb 2017.