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

Bar Harbor 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
2017
Q4 		– Sell
-2,964
Closed -$271K – 312
2017
Q3 		$271K Buy
+2,964
New +$271K 0.03% 256

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Bar Harbor Wealth Management's BIL Position: Q4 2017 in Review

Bar Harbor Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2017, closing a stake of 2,964 shares — an estimated $271K sold.

Bar Harbor Wealth Management first reported a position in BIL in Q3 2017 and held it in 1 quarter. The position peaked at $271K in Q3 2017. 104 funds tracked by Wall St. Rank hold BIL as of Q4 2017.

  • Bar Harbor Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2017 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 2,964 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2017, an estimated $271K.
  • Bar Harbor Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2017 and held it in 1 quarter.
  • Bar Harbor Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $271K in Q3 2017.
  • 104 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2017.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2017, filed 17 Jan 2018.