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Alpine Woods Capital Investors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Alpine Woods Capital Investors’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,000
Closed -$250K – 469
2017
Q3 		$250K Hold
2,000
– – 0.01% 393
2017
Q2 		$250K Buy
+2,000
New +$247K 0.01% 392

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Alpine Woods Capital Investors's TLT Position: Q4 2017 in Review

Alpine Woods Capital Investors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2017, closing a stake of 2,000 shares — an estimated $250K sold.

Alpine Woods Capital Investors first reported a position in TLT in Q2 2017 and held it in 2 quarters. The position peaked at $250K in Q3 2017. 371 funds tracked by Wall St. Rank hold TLT as of Q4 2017.

  • Alpine Woods Capital Investors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 2,000 iShares 20+ Year Treasury Bond ETF shares in Q4 2017, an estimated $250K.
  • Alpine Woods Capital Investors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and held it in 2 quarters.
  • Alpine Woods Capital Investors's iShares 20+ Year Treasury Bond ETF position peaked at $250K in Q3 2017.
  • 371 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2017.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2017, filed 14 Feb 2018.