Franklin, Parlapiano, Turner & Welch’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Franklin, Parlapiano, Turner & Welch’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 Q1	–	Sell	-400	Closed	-$16K	–	127
2015 Q4	$16K	Buy	+400	New	+$16.4K	0.01%	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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's IJK Position: Q1 2016 in Review

Franklin, Parlapiano, Turner & Welch sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2016, closing a stake of 400 shares — an estimated $16K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in IJK in Q4 2015 and held it in 1 quarter. The position peaked at $16K in Q4 2015. 333 funds tracked by Wall St. Rank hold IJK as of Q1 2016.

Franklin, Parlapiano, Turner & Welch reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2016 after selling out during the quarter.
Franklin, Parlapiano, Turner & Welch sold 400 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2016, an estimated $16K.
Franklin, Parlapiano, Turner & Welch first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and held it in 1 quarter.
Franklin, Parlapiano, Turner & Welch's iShares S&P Mid-Cap 400 Growth ETF position peaked at $16K in Q4 2015.
333 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2016.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q1 2016, filed 31 May 2017.