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Capital Planning Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Capital Planning Advisors’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
2019
Q4 		– Sell
-1,569
Closed -$144K – 126
2019
Q3 		$144K Buy
+1,569
New +$144K 0.04% 123

Other funds holding BIL

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Capital Planning Advisors's BIL Position: Q4 2019 in Review

Capital Planning Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2019, closing a stake of 1,569 shares — an estimated $144K sold.

Capital Planning Advisors first reported a position in BIL in Q3 2019 and held it in 1 quarter. The position peaked at $144K in Q3 2019. 370 funds tracked by Wall St. Rank hold BIL as of Q4 2019.

  • Capital Planning Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 1,569 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2019, an estimated $144K.
  • Capital Planning Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and held it in 1 quarter.
  • Capital Planning Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $144K in Q3 2019.
  • 370 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.