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

West Oak Capital’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
2016
Q4 		– Sell
-706
Closed -$46.9K – 360
2016
Q3 		$46.9K Buy
+706
New +$46.7K 0.03% 180

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
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
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

West Oak Capital's IJJ Position: Q4 2016 in Review

West Oak Capital sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2016, closing a stake of 706 shares — an estimated $46.9K sold.

West Oak Capital first reported a position in IJJ in Q3 2016 and held it in 1 quarter. The position peaked at $46.9K in Q3 2016. 364 funds tracked by Wall St. Rank hold IJJ as of Q4 2016.

  • West Oak Capital reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2016 after selling out during the quarter.
  • West Oak Capital sold 706 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2016, an estimated $46.9K.
  • West Oak Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2016 and held it in 1 quarter.
  • West Oak Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $46.9K in Q3 2016.
  • 364 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2016.

Based on West Oak Capital's 13F filing for Q4 2016, filed 4 Jan 2017.