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

West Oak Capital’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
2016
Q4 		– Sell
-1,064
Closed -$46.5K – 361
2016
Q3 		$46.5K Buy
+1,064
New +$46.7K 0.03% 182

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

West Oak Capital sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2016, closing a stake of 1,064 shares — an estimated $46.5K sold.

West Oak Capital first reported a position in IJK in Q3 2016 and held it in 1 quarter. The position peaked at $46.5K in Q3 2016. 379 funds tracked by Wall St. Rank hold IJK as of Q4 2016.

  • West Oak Capital reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • West Oak Capital sold 1,064 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2016, an estimated $46.5K.
  • West Oak Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2016 and held it in 1 quarter.
  • West Oak Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $46.5K in Q3 2016.
  • 379 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2016.

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