Bruderman Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bruderman Asset 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
2020 Q4	–	Sell	-14,478	Closed	-$1.32M	–	108
2020 Q3	$1.32M	Buy	14,478 +593	+4%	+$54.3K	0.43%	61
2020 Q2	$1.27M	Buy	13,885 +2,665	+24%	+$244K	0.42%	61
2020 Q1	$1.03M	Buy	+11,220	New	+$1.03M	0.41%	59
2019 Q2	–	Sell	-142	Closed	-$13K	–	158
2019 Q1	$13K	Buy	+142	New	+$13K	﹤0.01%	409

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Bruderman Asset Management's BIL Position: Q4 2020 in Review

Bruderman Asset Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2020, closing a stake of 14,478 shares — an estimated $1.32M sold.

Bruderman Asset Management first reported a position in BIL in Q1 2019 and held it in 4 quarters. The position peaked at $1.32M in Q3 2020. 397 funds tracked by Wall St. Rank hold BIL as of Q4 2020.

Bruderman Asset Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2020 after selling out during the quarter.
Bruderman Asset Management sold 14,478 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2020, an estimated $1.32M.
Bruderman Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and held it in 4 quarters.
Bruderman Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.32M in Q3 2020.
397 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2020.

Based on Bruderman Asset Management's 13F filing for Q4 2020, filed 29 Jan 2021.