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Westbourne Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Westbourne Investment Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,620
Closed -$141K – 116
2018
Q3 		$141K Buy
+1,620
New +$142K 0.1% 114

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Westbourne Investment Advisors's IJR Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2018, closing a stake of 1,620 shares — an estimated $141K sold.

Westbourne Investment Advisors first reported a position in IJR in Q3 2018 and held it in 1 quarter. The position peaked at $141K in Q3 2018. 1,305 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,620 iShares Core S&P Small-Cap ETF shares in Q4 2018, an estimated $141K.
  • Westbourne Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $141K in Q3 2018.
  • 1,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.