WWM
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Willingdon Wealth Management’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Willingdon Wealth Management’s Portfolio SCJ Stock Details SCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-537
Closed -$42K – 418
2018
Q2 		$42K Buy
+537
New +$43.5K 0.01% 189

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X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Willingdon Wealth Management's SCJ Position: Q3 2018 in Review

Willingdon Wealth Management sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q3 2018, closing a stake of 537 shares — an estimated $42K sold.

Willingdon Wealth Management first reported a position in SCJ in Q2 2018 and held it in 1 quarter. The position peaked at $42K in Q2 2018. 55 funds tracked by Wall St. Rank hold SCJ as of Q3 2018.

  • Willingdon Wealth Management reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 537 iShares MSCI Japan Small-Cap ETF shares in Q3 2018, an estimated $42K.
  • Willingdon Wealth Management first reported a position in iShares MSCI Japan Small-Cap ETF in Q2 2018 and held it in 1 quarter.
  • Willingdon Wealth Management's iShares MSCI Japan Small-Cap ETF position peaked at $42K in Q2 2018.
  • 55 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q3 2018.

Based on Willingdon Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.