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

Marshwinds Advisory’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
2013
Q3 		– Sell
-9,000,000
Closed – – 138
2013
Q2 		$0 Buy
+9,000,000
New +$455M ﹤0.01% 136

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Marshwinds Advisory's IJJ Position: Q3 2013 in Review

Marshwinds Advisory sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2013, closing a stake of 9,000,000 shares.

Marshwinds Advisory first reported a position in IJJ in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 216 funds tracked by Wall St. Rank hold IJJ as of Q3 2013.

  • Marshwinds Advisory reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2013 after selling out during the quarter.
  • Marshwinds Advisory sold 9,000,000 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2013.
  • Marshwinds Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 1 quarter.
  • Marshwinds Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $0 in Q2 2013.
  • 216 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2013.

Based on Marshwinds Advisory's 13F filing for Q3 2013, filed 29 Oct 2013.