Alterna Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Alterna Wealth Management’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-10,982	Closed	-$1.01M	–	114
2019 Q3	$1.01M	Hold	10,982	–	–	1.19%	24
2019 Q2	$1.01M	Hold	10,982	–	–	1.21%	28
2019 Q1	$1.01M	Buy	+10,982	New	+$1.01M	0.85%	45

Other funds holding BIL

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Alterna Wealth Management's BIL Position: Q4 2019 in Review

Alterna Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2019, closing a stake of 10,982 shares — an estimated $1.01M sold.

Alterna Wealth Management first reported a position in BIL in Q1 2019 and held it in 3 quarters. The position peaked at $1.01M in Q3 2019. 370 funds tracked by Wall St. Rank hold BIL as of Q4 2019.

Alterna Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2019 after selling out during the quarter.
Alterna Wealth Management sold 10,982 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2019, an estimated $1.01M.
Alterna Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and held it in 3 quarters.
Alterna Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.01M in Q3 2019.
370 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2019.

Based on Alterna Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.