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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-4,150
Closed -$250K 535
2014
Q3
$250K Hold
4,150
0.01% 443
2014
Q2
$263K Buy
+4,150
New +$253K 0.01% 445

Other funds holding IJJ

LMCG Investments's IJJ Position: Q4 2014 in Review

LMCG Investments sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2014, closing a stake of 4,150 shares — an estimated $250K sold.

LMCG Investments first reported a position in IJJ in Q2 2014 and held it in 2 quarters. The position peaked at $263K in Q2 2014. 279 funds tracked by Wall St. Rank hold IJJ as of Q4 2014.

  • LMCG Investments reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2014 after selling out during the quarter.
  • LMCG Investments sold 4,150 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2014, an estimated $250K.
  • LMCG Investments first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2014 and held it in 2 quarters.
  • LMCG Investments's iShares S&P Mid-Cap 400 Value ETF position peaked at $263K in Q2 2014.
  • 279 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2014.

Based on LMCG Investments's 13F filing for Q4 2014, filed 13 Feb 2015.