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Beese Fulmer Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beese Fulmer Investment Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,788
Closed -$511K – 182
2019
Q1 		$511K Buy
+4,788
New +$501K 0.1% 109

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Beese Fulmer Investment Management's IEF Position: Q2 2019 in Review

Beese Fulmer Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2019, closing a stake of 4,788 shares — an estimated $511K sold.

Beese Fulmer Investment Management first reported a position in IEF in Q1 2019 and held it in 1 quarter. The position peaked at $511K in Q1 2019. 499 funds tracked by Wall St. Rank hold IEF as of Q2 2019.

  • Beese Fulmer Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 4,788 iShares 7-10 Year Treasury Bond ETF shares in Q2 2019, an estimated $511K.
  • Beese Fulmer Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Beese Fulmer Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $511K in Q1 2019.
  • 499 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2019.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2019, filed 5 Jul 2019.