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Camelot Portfolios’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Camelot Portfolios’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
2015
Q4 		– Sell
-4,265
Closed -$460K – 159
2015
Q3 		$460K Buy
+4,265
New +$453K 0.31% 88

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Camelot Portfolios's IEF Position: Q4 2015 in Review

Camelot Portfolios sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2015, closing a stake of 4,265 shares — an estimated $460K sold.

Camelot Portfolios first reported a position in IEF in Q3 2015 and held it in 1 quarter. The position peaked at $460K in Q3 2015. 307 funds tracked by Wall St. Rank hold IEF as of Q4 2015.

  • Camelot Portfolios reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Camelot Portfolios sold 4,265 iShares 7-10 Year Treasury Bond ETF shares in Q4 2015, an estimated $460K.
  • Camelot Portfolios first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 1 quarter.
  • Camelot Portfolios's iShares 7-10 Year Treasury Bond ETF position peaked at $460K in Q3 2015.
  • 307 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2015.

Based on Camelot Portfolios's 13F filing for Q4 2015, filed 8 Feb 2016.