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Emerson Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Emerson Investment 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
Q4 		– Sell
-125
Closed -$3K – 169
2014
Q3 		$3K Buy
+125
New +$3.52K ﹤0.01% 198

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Emerson Investment Management's IJH Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2014, closing a stake of 125 shares — an estimated $3K sold.

Emerson Investment Management first reported a position in IJH in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 599 funds tracked by Wall St. Rank hold IJH as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 125 iShares Core S&P Mid-Cap ETF shares in Q4 2014, an estimated $3K.
  • Emerson Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $3K in Q3 2014.
  • 599 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.