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Pinkerton Retirement Specialists’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Pinkerton Retirement Specialists’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-152
Closed -$11K – 171
2017
Q2 		$11K Buy
+152
New +$10.5K 0.01% 125

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
Envestnet Asset Management
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

Pinkerton Retirement Specialists's IJR Position: Q3 2017 in Review

Pinkerton Retirement Specialists sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2017, closing a stake of 152 shares — an estimated $11K sold.

Pinkerton Retirement Specialists first reported a position in IJR in Q2 2017 and held it in 1 quarter. The position peaked at $11K in Q2 2017. 941 funds tracked by Wall St. Rank hold IJR as of Q3 2017.

  • Pinkerton Retirement Specialists reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 152 iShares Core S&P Small-Cap ETF shares in Q3 2017, an estimated $11K.
  • Pinkerton Retirement Specialists first reported a position in iShares Core S&P Small-Cap ETF in Q2 2017 and held it in 1 quarter.
  • Pinkerton Retirement Specialists's iShares Core S&P Small-Cap ETF position peaked at $11K in Q2 2017.
  • 941 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2017.

Based on Pinkerton Retirement Specialists's 13F filing for Q3 2017, filed 14 Nov 2017.