Bluefin Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bluefin Capital Management’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-31,510	Closed	-$3.78M	–	495
2013 Q4	$3.78M	Buy	+31,510	New	+$3.82M	0.29%	73
2013 Q3	–	Sell	-57,300	Closed	-$6.9M	–	484
2013 Q2	$6.9M	Buy	+57,300	New	+$7.05M	0.65%	37

Other funds holding IEI

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Bluefin Capital Management's IEI Position: Q1 2014 in Review

Bluefin Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2014, closing a stake of 31,510 shares — an estimated $3.78M sold.

Bluefin Capital Management first reported a position in IEI in Q2 2013 and held it in 2 quarters. The position peaked at $6.9M in Q2 2013. 151 funds tracked by Wall St. Rank hold IEI as of Q1 2014.

Bluefin Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
Bluefin Capital Management sold 31,510 iShares 3-7 Year Treasury Bond ETF shares in Q1 2014, an estimated $3.78M.
Bluefin Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
Bluefin Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $6.9M in Q2 2013.
151 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2014.

Based on Bluefin Capital Management's 13F filing for Q1 2014, filed 15 May 2014.