Sterling Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Sterling Capital Management’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
2018 Q4	–	Sell	-3,700	Closed	-$215K	–	890
2018 Q3	$215K	Sell	3,700 -1,400	-27%	-$81.3K	﹤0.01%	847
2018 Q2	$287K	Hold	5,100	–	–	﹤0.01%	800
2018 Q1	$278K	Hold	5,100	–	–	﹤0.01%	805
2017 Q4	$275K	Hold	5,100	–	–	﹤0.01%	818
2017 Q3	$258K	Hold	5,100	–	–	﹤0.01%	848
2017 Q2	$251K	Hold	5,100	–	–	﹤0.01%	857
2017 Q1	$243K	Hold	5,100	–	–	﹤0.01%	880
2016 Q4	$232K	Buy	+5,100	New	+$225K	﹤0.01%	886

Other funds holding IJK

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Sterling Capital Management's IJK Position: Q4 2018 in Review

Sterling Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2018, closing a stake of 3,700 shares — an estimated $215K sold.

Sterling Capital Management first reported a position in IJK in Q4 2016 and held it in 8 quarters. The position peaked at $287K in Q2 2018. 521 funds tracked by Wall St. Rank hold IJK as of Q4 2018.

Sterling Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2018 after selling out during the quarter.
Sterling Capital Management sold 3,700 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2018, an estimated $215K.
Sterling Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and held it in 8 quarters.
Sterling Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $287K in Q2 2018.
521 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2018.

Based on Sterling Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.