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Geller Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Geller Advisors’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
2014
Q1 		– Sell
-4,956
Closed -$288K – 23
2013
Q4 		$288K Buy
+4,956
New +$279K 0.19% 19

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
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Geller Advisors's IJJ Position: Q1 2014 in Review

Geller Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2014, closing a stake of 4,956 shares — an estimated $288K sold.

Geller Advisors first reported a position in IJJ in Q4 2013 and held it in 1 quarter. The position peaked at $288K in Q4 2013. 242 funds tracked by Wall St. Rank hold IJJ as of Q1 2014.

  • Geller Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2014 after selling out during the quarter.
  • Geller Advisors sold 4,956 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2014, an estimated $288K.
  • Geller Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2013 and held it in 1 quarter.
  • Geller Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $288K in Q4 2013.
  • 242 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2014.

Based on Geller Advisors's 13F filing for Q1 2014, filed 7 May 2014.