SMH
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Sanders Morris Harris’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Sanders Morris Harris’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
2016
Q2 		– Sell
-7,270
Closed -$451K – 280
2016
Q1 		$451K Buy
+7,270
New +$412K 0.08% 199

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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Sanders Morris Harris's IJJ Position: Q2 2016 in Review

Sanders Morris Harris sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2016, closing a stake of 7,270 shares — an estimated $451K sold.

Sanders Morris Harris first reported a position in IJJ in Q1 2016 and held it in 1 quarter. The position peaked at $451K in Q1 2016. 330 funds tracked by Wall St. Rank hold IJJ as of Q2 2016.

  • Sanders Morris Harris reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 7,270 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2016, an estimated $451K.
  • Sanders Morris Harris first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2016 and held it in 1 quarter.
  • Sanders Morris Harris's iShares S&P Mid-Cap 400 Value ETF position peaked at $451K in Q1 2016.
  • 330 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2016.

Based on Sanders Morris Harris's 13F filing for Q2 2016, filed 25 Jul 2016.