TDAM USA’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

TDAM USA’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
2013 Q4	–	Sell	-105,572	Closed	-$5.7M	–	327
2013 Q3	$5.7M	Buy	+105,572	New	+$5.63M	0.27%	94

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

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

TDAM USA's IJJ Position: Q4 2013 in Review

TDAM USA sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2013, closing a stake of 105,572 shares — an estimated $5.7M sold.

TDAM USA first reported a position in IJJ in Q3 2013 and held it in 1 quarter. The position peaked at $5.7M in Q3 2013. 244 funds tracked by Wall St. Rank hold IJJ as of Q4 2013.

TDAM USA reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2013 after selling out during the quarter.
TDAM USA sold 105,572 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2013, an estimated $5.7M.
TDAM USA first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2013 and held it in 1 quarter.
TDAM USA's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.7M in Q3 2013.
244 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2013.

Based on TDAM USA's 13F filing for Q4 2013, filed 7 Feb 2014.