Capital Advisors Ltd’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Capital Advisors Ltd’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
2019 Q3	–	Sell	-114	Closed	-$14K	–	428
2019 Q2	$14K	Buy	+114	New	+$14.1K	﹤0.01%	362
2017 Q2	–	Sell	-40	Closed	-$5K	–	398
2017 Q1	$5K	Hold	40	–	–	﹤0.01%	348
2016 Q4	$5K	Hold	40	–	–	﹤0.01%	341
2016 Q3	$5K	Buy	+40	New	+$5.07K	﹤0.01%	326
2016 Q1	–	Sell	-201	Closed	-$25K	–	341
2015 Q4	$25K	Buy	+201	New	+$24.8K	0.01%	218

Other funds holding IEI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Capital Advisors Ltd's IEI Position: Q3 2019 in Review

Capital Advisors Ltd sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2019, closing a stake of 114 shares — an estimated $14K sold.

Capital Advisors Ltd first reported a position in IEI in Q4 2015 and held it in 5 quarters. The position peaked at $25K in Q4 2015. 369 funds tracked by Wall St. Rank hold IEI as of Q3 2019.

Capital Advisors Ltd reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Capital Advisors Ltd sold 114 iShares 3-7 Year Treasury Bond ETF shares in Q3 2019, an estimated $14K.
Capital Advisors Ltd first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and held it in 5 quarters.
Capital Advisors Ltd's iShares 3-7 Year Treasury Bond ETF position peaked at $25K in Q4 2015.
369 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2019.

Based on Capital Advisors Ltd's 13F filing for Q3 2019, filed 23 Oct 2019.