OEP
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Ocean Endowment Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Ocean Endowment Partners’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
2020
Q1 		– Sell
-3,360
Closed -$200K – 30
2019
Q4 		$200K Buy
+3,360
New +$193K 0.19% 39

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Financial Engines Advisors
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Bank of America
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PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ocean Endowment Partners's IJK Position: Q1 2020 in Review

Ocean Endowment Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 3,360 shares — an estimated $200K sold.

Ocean Endowment Partners first reported a position in IJK in Q4 2019 and held it in 1 quarter. The position peaked at $200K in Q4 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

  • Ocean Endowment Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Ocean Endowment Partners sold 3,360 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $200K.
  • Ocean Endowment Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Ocean Endowment Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $200K in Q4 2019.
  • 552 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Ocean Endowment Partners's 13F filing for Q1 2020, filed 13 May 2020.