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Atria Investments’s iShares International Treasury Bond ETF IGOV Stock Holding History

Atria Investments’s Portfolio IGOV Stock Details IGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5,268
Closed -$255K – 420
2014
Q4 		$255K Buy
5,268
+1,038
+25% +$50.9K 0.03% 360
2014
Q3 		$210K Sell
4,230
-2,178
-34% -$112K 0.02% 431
2014
Q2 		$337K Buy
6,408
+2,114
+49% +$110K 0.03% 321
2014
Q1 		$221K Sell
4,294
-15,024
-78% -$764K 0.02% 401
2013
Q4 		$968K Buy
+19,318
New +$974K 0.1% 188

Other funds holding IGOV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atria Investments's IGOV Position: Q1 2015 in Review

Atria Investments sold out of iShares International Treasury Bond ETF (IGOV) in Q1 2015, closing a stake of 5,268 shares — an estimated $255K sold.

Atria Investments first reported a position in IGOV in Q4 2013 and held it in 5 quarters. The position peaked at $968K in Q4 2013. 84 funds tracked by Wall St. Rank hold IGOV as of Q1 2015.

  • Atria Investments reported no remaining iShares International Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Atria Investments sold 5,268 iShares International Treasury Bond ETF shares in Q1 2015, an estimated $255K.
  • Atria Investments first reported a position in iShares International Treasury Bond ETF in Q4 2013 and held it in 5 quarters.
  • Atria Investments's iShares International Treasury Bond ETF position peaked at $968K in Q4 2013.
  • 84 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q1 2015.

Based on Atria Investments's 13F filing for Q1 2015, filed 13 Apr 2015.