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361 Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

361 Capital’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
2016
Q2 		– Sell
-10,155
Closed -$1.12M – 128
2016
Q1 		$1.12M Buy
+10,155
New +$1.11M 8.46% 2

Other funds holding IEF

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

361 Capital's IEF Position: Q2 2016 in Review

361 Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2016, closing a stake of 10,155 shares — an estimated $1.12M sold.

361 Capital first reported a position in IEF in Q1 2016 and held it in 1 quarter. The position peaked at $1.12M in Q1 2016. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2016.

  • 361 Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • 361 Capital sold 10,155 iShares 7-10 Year Treasury Bond ETF shares in Q2 2016, an estimated $1.12M.
  • 361 Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 1 quarter.
  • 361 Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $1.12M in Q1 2016.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2016.

Based on 361 Capital's 13F filing for Q2 2016, filed 15 Aug 2016.