Ledyard National Bank’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Ledyard National Bank’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
2019 Q1	–	Sell	-114	Closed	-$8K	–	447
2018 Q4	$8K	Hold	114	–	–	﹤0.01%	632
2018 Q3	$10K	Hold	114	–	–	﹤0.01%	598
2018 Q2	$9K	Sell	114 -12	-10%	-$960	﹤0.01%	622
2018 Q1	$10K	Hold	126	–	–	﹤0.01%	639
2017 Q4	$10K	Buy	126 +122	+3,050%	+$9.52K	﹤0.01%	655
2017 Q3	$0	Hold	4	–	–	﹤0.01%	775
2017 Q2	$0	Hold	4	–	–	﹤0.01%	735
2017 Q1	$0	Buy	+4	New	+$297	﹤0.01%	752

Other funds holding IJJ

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Ledyard National Bank's IJJ Position: Q1 2019 in Review

Ledyard National Bank sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2019, closing a stake of 114 shares — an estimated $8K sold.

Ledyard National Bank first reported a position in IJJ in Q1 2017 and held it in 8 quarters. The position peaked at $10K in Q3 2018. 469 funds tracked by Wall St. Rank hold IJJ as of Q1 2019.

Ledyard National Bank reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 114 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2019, an estimated $8K.
Ledyard National Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2017 and held it in 8 quarters.
Ledyard National Bank's iShares S&P Mid-Cap 400 Value ETF position peaked at $10K in Q3 2018.
469 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.