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Disclosery

Simply Money Advisors: IJS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simply Money Advisors on IJS, newest first. How the timeline and the estimate are built.

Simply Money Advisors held 1,108 IJS shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 1,108 shares
    Change vs previous 13F +1,108 shares

    0.02% of the 13F portfolio, value $167,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-12-31
    13F 0 shares
    Change vs previous 13F -3,003 shares

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2017-09-30
    13F 3,003 shares
    Change vs previous 13F -73,236 shares

    0.06% of the 13F portfolio, value $445,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-06-30
    13F 76,239 shares
    Change vs previous 13F -103,015 shares

    1.45% of the 13F portfolio, value $10,660,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-03-31
    13F 179,254 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $24,854,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).