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American Economic Planning Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

American Economic Planning Group’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
2016
Q2 		– Sell
-4,000
Closed -$366K – 59
2016
Q1 		$366K Buy
+4,000
New +$365K 0.15% 33

Other funds holding BIL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

American Economic Planning Group's BIL Position: Q2 2016 in Review

American Economic Planning Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2016, closing a stake of 4,000 shares — an estimated $366K sold.

American Economic Planning Group first reported a position in BIL in Q1 2016 and held it in 1 quarter. The position peaked at $366K in Q1 2016. 68 funds tracked by Wall St. Rank hold BIL as of Q2 2016.

  • American Economic Planning Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2016 after selling out during the quarter.
  • American Economic Planning Group sold 4,000 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2016, an estimated $366K.
  • American Economic Planning Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2016 and held it in 1 quarter.
  • American Economic Planning Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $366K in Q1 2016.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2016.

Based on American Economic Planning Group's 13F filing for Q2 2016, filed 9 Aug 2016.