SevenBridge Financial Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-214	Closed	-$17K	–	348
2019 Q2	$17K	Hold	214	–	–	0.01%	400
2019 Q1	$17K	Hold	214	–	–	0.01%	356
2018 Q4	$15K	Hold	214	–	–	0.01%	328
2018 Q3	$18K	Hold	214	–	–	0.01%	352
2018 Q2	$17K	Hold	214	–	–	0.01%	363
2018 Q1	$17K	Sell	214 -70	-25%	-$5.55K	0.01%	372
2017 Q4	$23K	Buy	284 +174	+158%	+$13.6K	0.01%	355
2017 Q3	$8K	Hold	110	–	–	﹤0.01%	470
2017 Q2	$8K	Hold	110	–	–	﹤0.01%	476
2017 Q1	$8K	Sell	110 -24	-18%	-$1.78K	0.01%	455
2016 Q4	$9K	Hold	134	–	–	0.01%	452
2016 Q3	$9K	Hold	134	–	–	0.01%	447
2016 Q2	$9K	Buy	+134	New	+$8.43K	0.01%	524

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

SevenBridge Financial Group's IJJ Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2019, closing a stake of 214 shares — an estimated $17K sold.

SevenBridge Financial Group first reported a position in IJJ in Q2 2016 and held it in 13 quarters. The position peaked at $23K in Q4 2017. 468 funds tracked by Wall St. Rank hold IJJ as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 214 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2019, an estimated $17K.
SevenBridge Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $23K in Q4 2017.
468 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.