Global Atlantic Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Global Atlantic Investment Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$56.6M	Sell	1,830,155 -60,620	-3%	-$1.87M	8.35%	4
2016 Q2	$56.5M	Sell	1,890,775 -85,240	-4%	-$2.5M	8.45%	4
2016 Q1	$57M	Buy	1,976,015 +53,965	+3%	+$1.44M	8.4%	4
2015 Q4	$53.6M	Buy	1,922,050 +128,445	+7%	+$3.67M	8.31%	4
2015 Q3	$49M	Buy	1,793,605 +235,440	+15%	+$6.85M	8.28%	4
2015 Q2	$46.7M	Buy	1,558,165 +551,330	+55%	+$16.8M	8.36%	4
2015 Q1	$30.6M	Buy	1,006,835 +346,940	+53%	+$10.3M	6.28%	6
2014 Q4	$19.1M	Buy	+659,895	New	+$18.5M	5.26%	5

Other funds holding IJH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Global Atlantic Investment Advisors's IJH Position: Q3 2016 in Review

Global Atlantic Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q3 2016, selling an estimated $1.87M and leaving 1,830,155 shares worth $56.6M. The position accounts for 8.35% of the portfolio, ranked #4.

Global Atlantic Investment Advisors first reported a position in IJH in Q4 2014 and has held it in 8 quarters since. The position peaked at $57M in Q1 2016. 752 funds tracked by Wall St. Rank hold IJH as of Q3 2016.

Global Atlantic Investment Advisors held 1,830,155 shares of iShares Core S&P Mid-Cap ETF worth $56.6M as of Q3 2016.
Global Atlantic Investment Advisors sold 60,620 iShares Core S&P Mid-Cap ETF shares in Q3 2016, an estimated $1.87M.
iShares Core S&P Mid-Cap ETF made up 8.35% of Global Atlantic Investment Advisors's portfolio in Q3 2016, its #4 holding.
Global Atlantic Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 8 quarters since.
Global Atlantic Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $57M in Q1 2016.
752 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2016.

Based on Global Atlantic Investment Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.