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Occidental Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Occidental Asset Management’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
2017
Q1 		– Sell
-22,992
Closed -$1.72M – 131
2016
Q4 		$1.72M Buy
22,992
+2,858
+14% +$202K 1.24% 19
2016
Q3 		$1.38M Buy
20,134
+716
+4% +$48.3K 1.12% 25
2016
Q2 		$1.25M Buy
+19,418
New +$1.22M 1.09% 24

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Occidental Asset Management's IJT Position: Q1 2017 in Review

Occidental Asset Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2017, closing a stake of 22,992 shares — an estimated $1.72M sold.

Occidental Asset Management first reported a position in IJT in Q2 2016 and held it in 3 quarters. The position peaked at $1.72M in Q4 2016. 350 funds tracked by Wall St. Rank hold IJT as of Q1 2017.

  • Occidental Asset Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Occidental Asset Management sold 22,992 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2017, an estimated $1.72M.
  • Occidental Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2016 and held it in 3 quarters.
  • Occidental Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.72M in Q4 2016.
  • 350 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2017.

Based on Occidental Asset Management's 13F filing for Q1 2017, filed 19 Mar 2019.