Peoples Bank (Ohio)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Peoples Bank (Ohio)’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
2018 Q4	–	Sell	-2,740	Closed	-$229K	–	106
2018 Q3	$229K	Sell	2,740 -200	-7%	-$16.7K	0.13%	95
2018 Q2	$238K	Sell	2,940 -2,266	-44%	-$181K	0.14%	92
2018 Q1	$402K	Sell	5,206 -2,020	-28%	-$160K	0.24%	63
2017 Q4	$578K	Sell	7,226 -622	-8%	-$48.5K	0.33%	46
2017 Q3	$599K	Sell	7,848 -510	-6%	-$37.8K	0.33%	46
2017 Q2	$621K	Sell	8,358 -430	-5%	-$31.8K	0.35%	41
2017 Q1	$652K	Buy	8,788 +242	+3%	+$17.9K	0.37%	41
2016 Q4	$620K	Sell	8,546 -410	-5%	-$28.4K	0.36%	38
2016 Q3	$596K	Sell	8,956 -50	-0.6%	-$3.3K	0.37%	37
2016 Q2	$577K	Sell	9,006 -70	-0.8%	-$4.41K	0.36%	37
2016 Q1	$563K	Sell	9,076 -440	-5%	-$24.9K	0.36%	39
2015 Q4	$558K	Buy	+9,516	New	+$576K	0.33%	45

Other funds holding IJJ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peoples Bank (Ohio)'s IJJ Position: Q4 2018 in Review

Peoples Bank (Ohio) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2018, closing a stake of 2,740 shares — an estimated $229K sold.

Peoples Bank (Ohio) first reported a position in IJJ in Q4 2015 and held it in 12 quarters. The position peaked at $652K in Q1 2017. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

Peoples Bank (Ohio) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
Peoples Bank (Ohio) sold 2,740 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $229K.
Peoples Bank (Ohio) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and held it in 12 quarters.
Peoples Bank (Ohio)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $652K in Q1 2017.
445 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on Peoples Bank (Ohio)'s 13F filing for Q4 2018, filed 26 Feb 2019.