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

Patten & Patten’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
Q4 		– Sell
-3,738
Closed -$202K – 253
2013
Q3 		$202K Buy
+3,738
New +$199K 0.03% 229

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
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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Patten & Patten's IJJ Position: Q4 2013 in Review

Patten & Patten sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2013, closing a stake of 3,738 shares — an estimated $202K sold.

Patten & Patten first reported a position in IJJ in Q3 2013 and held it in 1 quarter. The position peaked at $202K in Q3 2013. 244 funds tracked by Wall St. Rank hold IJJ as of Q4 2013.

  • Patten & Patten reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2013 after selling out during the quarter.
  • Patten & Patten sold 3,738 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2013, an estimated $202K.
  • Patten & Patten first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2013 and held it in 1 quarter.
  • Patten & Patten's iShares S&P Mid-Cap 400 Value ETF position peaked at $202K in Q3 2013.
  • 244 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2013.

Based on Patten & Patten's 13F filing for Q4 2013, filed 15 Jan 2014.