Essex Savings Bank’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-212	Closed	-$12K	–	389
2019 Q2	$12K	Hold	212	–	–	﹤0.01%	628
2019 Q1	$12K	Hold	212	–	–	0.01%	486
2018 Q4	$10K	Buy	+212	New	+$11.1K	0.01%	508

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Essex Savings Bank's IJK Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2019, closing a stake of 212 shares — an estimated $12K sold.

Essex Savings Bank first reported a position in IJK in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2019. 527 funds tracked by Wall St. Rank hold IJK as of Q3 2019.

Essex Savings Bank reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 212 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2019, an estimated $12K.
Essex Savings Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12K in Q2 2019.
527 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.