FinTrust Capital Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

FinTrust Capital Advisors’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-450	Closed	-$43K	–	1130
2019 Q4	$43K	Sell	450 -994	-69%	-$91.8K	0.02%	471
2019 Q3	$129K	Sell	1,444 -6,318	-81%	-$570K	0.04%	302
2019 Q2	$708K	Sell	7,762 -524	-6%	-$47.1K	0.28%	68
2019 Q1	$739K	Sell	8,286 -8,040	-49%	-$711K	0.31%	63
2018 Q4	$1.32M	Buy	+16,326	New	+$1.45M	0.65%	31

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

FinTrust Capital Advisors's IJT Position: Q1 2020 in Review

FinTrust Capital Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2020, closing a stake of 450 shares — an estimated $43K sold.

FinTrust Capital Advisors first reported a position in IJT in Q4 2018 and held it in 5 quarters. The position peaked at $1.32M in Q4 2018. 449 funds tracked by Wall St. Rank hold IJT as of Q1 2020.

FinTrust Capital Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 450 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $43K.
FinTrust Capital Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 5 quarters.
FinTrust Capital Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.32M in Q4 2018.
449 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on FinTrust Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.