Peapack-Gladstone Financial Corp’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Peapack-Gladstone Financial Corp’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
2018 Q1	–	Sell	-4,908	Closed	-$265K	–	340
2017 Q4	$265K	Sell	4,908 -192	-4%	-$10.1K	0.01%	296
2017 Q3	$258K	Sell	5,100 -1,036	-17%	-$51.1K	0.01%	292
2017 Q2	$302K	Hold	6,136	–	–	0.02%	278
2017 Q1	$293K	Buy	+6,136	New	+$289K	0.02%	275

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Peapack-Gladstone Financial Corp's IJK Position: Q1 2018 in Review

Peapack-Gladstone Financial Corp sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2018, closing a stake of 4,908 shares — an estimated $265K sold.

Peapack-Gladstone Financial Corp first reported a position in IJK in Q1 2017 and held it in 4 quarters. The position peaked at $302K in Q2 2017. 481 funds tracked by Wall St. Rank hold IJK as of Q1 2018.

Peapack-Gladstone Financial Corp reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2018 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 4,908 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2018, an estimated $265K.
Peapack-Gladstone Financial Corp first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2017 and held it in 4 quarters.
Peapack-Gladstone Financial Corp's iShares S&P Mid-Cap 400 Growth ETF position peaked at $302K in Q2 2017.
481 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2018.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2018, filed 10 May 2018.