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Capital Advisors Ltd’s iShares International Treasury Bond ETF IGOV Stock Holding History

Capital Advisors Ltd’s Portfolio IGOV Stock Details IGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-282
Closed -$13K – 340
2015
Q3 		$13K Sell
282
-274
-49% -$12.4K 0.01% 243
2015
Q2 		$25K Hold
556
– – 0.01% 231
2015
Q1 		$25K Buy
556
+2
+0.4% +$93 0.01% 225
2014
Q4 		$27K Hold
554
– – 0.01% 212
2014
Q3 		$27K Hold
554
– – 0.02% 213
2014
Q2 		$29K Buy
554
+2
+0.4% +$104 0.02% 218
2014
Q1 		$28K Buy
552
+278
+101% +$14.1K 0.02% 219
2013
Q4 		$14K Buy
+274
New +$13.8K 0.01% 221

Other funds holding IGOV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Capital Advisors Ltd's IGOV Position: Q4 2015 in Review

Capital Advisors Ltd sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2015, closing a stake of 282 shares — an estimated $13K sold.

Capital Advisors Ltd first reported a position in IGOV in Q4 2013 and held it in 8 quarters. The position peaked at $29K in Q2 2014. 91 funds tracked by Wall St. Rank hold IGOV as of Q4 2015.

  • Capital Advisors Ltd reported no remaining iShares International Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Capital Advisors Ltd sold 282 iShares International Treasury Bond ETF shares in Q4 2015, an estimated $13K.
  • Capital Advisors Ltd first reported a position in iShares International Treasury Bond ETF in Q4 2013 and held it in 8 quarters.
  • Capital Advisors Ltd's iShares International Treasury Bond ETF position peaked at $29K in Q2 2014.
  • 91 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2015.

Based on Capital Advisors Ltd's 13F filing for Q4 2015, filed 25 Jan 2016.