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Tuttle Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Tuttle Capital Management’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
2014
Q4 		– Sell
-205,318
Closed -$12.3M – 25
2014
Q3 		$12.3M Buy
+205,318
New +$12.8M 7.23% 4

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
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
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
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Tuttle Capital Management's IJJ Position: Q4 2014 in Review

Tuttle Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2014, closing a stake of 205,318 shares — an estimated $12.3M sold.

Tuttle Capital Management first reported a position in IJJ in Q3 2014 and held it in 1 quarter. The position peaked at $12.3M in Q3 2014. 279 funds tracked by Wall St. Rank hold IJJ as of Q4 2014.

  • Tuttle Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2014 after selling out during the quarter.
  • Tuttle Capital Management sold 205,318 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2014, an estimated $12.3M.
  • Tuttle Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2014 and held it in 1 quarter.
  • Tuttle Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $12.3M in Q3 2014.
  • 279 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2014.

Based on Tuttle Capital Management's 13F filing for Q4 2014, filed 20 Jan 2015.