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

Patten & Patten’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
2013
Q4 		– Sell
-6,940
Closed -$241K – 254
2013
Q3 		$241K Buy
6,940
+20
+0.3% +$680 0.04% 219
2013
Q2 		$223K Buy
+6,920
New +$225K 0.04% 213

Other funds holding IJK

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Patten & Patten sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2013, closing a stake of 6,940 shares — an estimated $241K sold.

Patten & Patten first reported a position in IJK in Q2 2013 and held it in 2 quarters. The position peaked at $241K in Q3 2013. 262 funds tracked by Wall St. Rank hold IJK as of Q4 2013.

  • Patten & Patten reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Patten & Patten sold 6,940 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2013, an estimated $241K.
  • Patten & Patten first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 2 quarters.
  • Patten & Patten's iShares S&P Mid-Cap 400 Growth ETF position peaked at $241K in Q3 2013.
  • 262 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2013.

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