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Bluefin Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bluefin Capital Management’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-17,807
Closed -$2M – 766
2014
Q1 		$2M Sell
17,807
-15,108
-46% -$1.67M 0.13% 135
2013
Q4 		$3.63M Buy
+32,915
New +$3.63M 0.28% 75

Other funds holding SHV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bluefin Capital Management's SHV Position: Q2 2014 in Review

Bluefin Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2014, closing a stake of 17,807 shares — an estimated $2M sold.

Bluefin Capital Management first reported a position in SHV in Q4 2013 and held it in 2 quarters. The position peaked at $3.63M in Q4 2013. 86 funds tracked by Wall St. Rank hold SHV as of Q2 2014.

  • Bluefin Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Bluefin Capital Management sold 17,807 iShares 0-1 Year Treasury Bond ETF shares in Q2 2014, an estimated $2M.
  • Bluefin Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2013 and held it in 2 quarters.
  • Bluefin Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $3.63M in Q4 2013.
  • 86 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2014.

Based on Bluefin Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.