1919 Investment Counsel’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

1919 Investment Counsel’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$514K	Sell	4,958 -176	-3%	-$18.2K	0.01%	446
2014 Q2	$532K	Buy	5,134 +26	+0.5%	+$2.67K	0.01%	446
2014 Q1	$520K	Sell	5,108 -20	-0.4%	-$2.03K	0.01%	443
2013 Q4	$509K	Hold	5,128	–	–	0.01%	443
2013 Q3	$524K	Hold	5,128	–	–	0.01%	432
2013 Q2	$526K	Buy	+5,128	New	+$546K	0.01%	419

Other funds holding IEF

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

1919 Investment Counsel's IEF Position: Q3 2014 in Review

1919 Investment Counsel reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.4% in Q3 2014, selling an estimated $18.2K and leaving 4,958 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #446.

1919 Investment Counsel first reported a position in IEF in Q2 2013 and has held it in 6 quarters since. The position peaked at $532K in Q2 2014. 205 funds tracked by Wall St. Rank hold IEF as of Q3 2014.

1919 Investment Counsel held 4,958 shares of iShares 7-10 Year Treasury Bond ETF worth $514K as of Q3 2014.
1919 Investment Counsel sold 176 iShares 7-10 Year Treasury Bond ETF shares in Q3 2014, an estimated $18.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #446 holding.
1919 Investment Counsel first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 6 quarters since.
1919 Investment Counsel's iShares 7-10 Year Treasury Bond ETF position peaked at $532K in Q2 2014.
205 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.