CI Global Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CI Global Investments’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
2018 Q3	$942K	Sell	9,309 -500	-5%	-$51K	0.01%	53
2018 Q2	$1.01M	Sell	9,809 -3,862	-28%	-$393K	0.02%	58
2018 Q1	$1.41M	Buy	13,671 +8,796	+180%	+$906K	0.02%	64
2017 Q4	$515K	Buy	4,875 +4,166	+588%	+$442K	0.01%	72
2017 Q3	$76K	Buy	+709	New	+$76K	﹤0.01%	79
2016 Q1	–	Sell	-8,582	Closed	-$906K	–	124
2015 Q4	$906K	Buy	+8,582	New	+$915K	0.02%	104

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CI Global Investments's IEF Position: Q3 2018 in Review

CI Global Investments reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.1% in Q3 2018, selling an estimated $51K and leaving 9,309 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #53.

CI Global Investments first reported a position in IEF in Q4 2015 and has held it in 6 quarters since. The position peaked at $1.41M in Q1 2018. 379 funds tracked by Wall St. Rank hold IEF as of Q3 2018.

CI Global Investments held 9,309 shares of iShares 7-10 Year Treasury Bond ETF worth $942K as of Q3 2018.
CI Global Investments sold 500 iShares 7-10 Year Treasury Bond ETF shares in Q3 2018, an estimated $51K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of CI Global Investments's portfolio in Q3 2018, its #53 holding.
CI Global Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 6 quarters since.
CI Global Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $1.41M in Q1 2018.
379 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2018.

Based on CI Global Investments's 13F filing for Q3 2018, filed 9 Nov 2018.