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St. Denis J. Villere & Co’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

St. Denis J. Villere & Co’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,000
Closed -$505K – 67
2017
Q3 		$505K Buy
+10,000
New +$493K 0.03% 45

Other funds holding IJK

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

St. Denis J. Villere & Co's IJK Position: Q4 2017 in Review

St. Denis J. Villere & Co sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2017, closing a stake of 10,000 shares — an estimated $505K sold.

St. Denis J. Villere & Co first reported a position in IJK in Q3 2017 and held it in 1 quarter. The position peaked at $505K in Q3 2017. 466 funds tracked by Wall St. Rank hold IJK as of Q4 2017.

  • St. Denis J. Villere & Co reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • St. Denis J. Villere & Co sold 10,000 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2017, an estimated $505K.
  • St. Denis J. Villere & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and held it in 1 quarter.
  • St. Denis J. Villere & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $505K in Q3 2017.
  • 466 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2017.

Based on St. Denis J. Villere & Co's 13F filing for Q4 2017, filed 25 Jan 2018.