FTIOP
IJJ icon

Fiduciary Trust International of Pennsylvania’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Fiduciary Trust International of Pennsylvania’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,730
Closed -$298K – 344
2019
Q3 		$298K Hold
3,730
– – 0.01% 335
2019
Q2 		$297K Buy
+3,730
New +$296K 0.01% 337

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's IJJ Position: Q4 2019 in Review

Fiduciary Trust International of Pennsylvania sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2019, closing a stake of 3,730 shares — an estimated $298K sold.

Fiduciary Trust International of Pennsylvania first reported a position in IJJ in Q2 2019 and held it in 2 quarters. The position peaked at $298K in Q3 2019. 542 funds tracked by Wall St. Rank hold IJJ as of Q4 2019.

  • Fiduciary Trust International of Pennsylvania reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Fiduciary Trust International of Pennsylvania sold 3,730 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2019, an estimated $298K.
  • Fiduciary Trust International of Pennsylvania first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2019 and held it in 2 quarters.
  • Fiduciary Trust International of Pennsylvania's iShares S&P Mid-Cap 400 Value ETF position peaked at $298K in Q3 2019.
  • 542 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2019.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q4 2019, filed 8 Jan 2020.