Atherton Lane Advisers’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$284K	Sell	3,110 -753	-19%	-$68.8K	0.02%	189
2015 Q3	$353K	Sell	3,863 -215	-5%	-$19.7K	0.02%	160
2015 Q2	$373K	Sell	4,078 -3,817	-48%	-$349K	0.02%	160
2015 Q1	$722K	Sell	7,895 -5,228	-40%	-$478K	0.04%	142
2014 Q4	$1.2M	Sell	13,123 -1,520	-10%	-$139K	0.07%	105
2014 Q3	$1.34M	Sell	14,643 -8,157	-36%	-$746K	0.08%	101
2014 Q2	$2.09M	Buy	+22,800	New	+$2.09M	0.12%	87

Other funds holding BIL

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atherton Lane Advisers's BIL Position: Q4 2015 in Review

Atherton Lane Advisers reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 19% in Q4 2015, selling an estimated $68.8K and leaving 3,110 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #189.

Atherton Lane Advisers first reported a position in BIL in Q2 2014 and has held it in 7 quarters since. The position peaked at $2.09M in Q2 2014. 69 funds tracked by Wall St. Rank hold BIL as of Q4 2015.

Atherton Lane Advisers held 3,110 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $284K as of Q4 2015.
Atherton Lane Advisers sold 753 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2015, an estimated $68.8K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Atherton Lane Advisers's portfolio in Q4 2015, its #189 holding.
Atherton Lane Advisers first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.09M in Q2 2014.
69 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.