Klingman & Associates’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-1,966	Closed	-$135K	–	201
2016 Q3	$135K	Hold	1,966	–	–	0.04%	115
2016 Q2	$126K	Hold	1,966	–	–	0.04%	118
2016 Q1	$122K	Hold	1,966	–	–	0.04%	119
2015 Q4	$122K	Hold	1,966	–	–	0.05%	141
2015 Q3	$118K	Hold	1,966	–	–	0.05%	142
2015 Q2	$129K	Hold	1,966	–	–	0.05%	112
2015 Q1	$128K	Hold	1,966	–	–	0.05%	107
2014 Q4	$120K	Buy	+1,966	New	+$115K	0.05%	111

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.9% 1-Year Est. Return

UCFA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Klingman & Associates's IJT Position: Q4 2016 in Review

Klingman & Associates sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2016, closing a stake of 1,966 shares — an estimated $135K sold.

Klingman & Associates first reported a position in IJT in Q4 2014 and held it in 8 quarters. The position peaked at $135K in Q3 2016. 336 funds tracked by Wall St. Rank hold IJT as of Q4 2016.

Klingman & Associates reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 1,966 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2016, an estimated $135K.
Klingman & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and held it in 8 quarters.
Klingman & Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $135K in Q3 2016.
336 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.