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

Prelude Capital Management’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
2014
Q1 		– Sell
-500
Closed -$29K – 1991
2013
Q4 		$29K Buy
+500
New +$28.1K ﹤0.01% 1282

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 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

Prelude Capital Management's IJJ Position: Q1 2014 in Review

Prelude Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2014, closing a stake of 500 shares — an estimated $29K sold.

Prelude Capital Management first reported a position in IJJ in Q4 2013 and held it in 1 quarter. The position peaked at $29K in Q4 2013. 242 funds tracked by Wall St. Rank hold IJJ as of Q1 2014.

  • Prelude Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2014 after selling out during the quarter.
  • Prelude Capital Management sold 500 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2014, an estimated $29K.
  • Prelude Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2013 and held it in 1 quarter.
  • Prelude Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $29K in Q4 2013.
  • 242 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2014.

Based on Prelude Capital Management's 13F filing for Q1 2014, filed 15 May 2014.