Loeb Partners Corp’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Loeb Partners Corp’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-308	Closed	-$14K	–	204
2018 Q4	$14K	Buy	+308	New	+$16.1K	0.01%	217

Other funds holding IJK

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Loeb Partners Corp's IJK Position: Q1 2019 in Review

Loeb Partners Corp sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2019, closing a stake of 308 shares — an estimated $14K sold.

Loeb Partners Corp first reported a position in IJK in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 535 funds tracked by Wall St. Rank hold IJK as of Q1 2019.

Loeb Partners Corp reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 308 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2019, an estimated $14K.
Loeb Partners Corp first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 1 quarter.
Loeb Partners Corp's iShares S&P Mid-Cap 400 Growth ETF position peaked at $14K in Q4 2018.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.