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CI Global Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

CI Global Investments’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1.98M Sell
23,873
-63,150
-73% -$5.25M 0.03% 50
2018
Q2 		$7.25M Buy
+87,023
New +$7.25M 0.12% 47

Other funds holding SHY

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

CI Global Investments reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 73% in Q3 2018, selling an estimated $5.25M and leaving 23,873 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #50.

CI Global Investments first reported a position in SHY in Q2 2018 and has held it in 2 quarters since. The position peaked at $7.25M in Q2 2018. 530 funds tracked by Wall St. Rank hold SHY as of Q3 2018.

  • CI Global Investments held 23,873 shares of iShares 1-3 Year Treasury Bond ETF worth $1.98M as of Q3 2018.
  • CI Global Investments sold 63,150 iShares 1-3 Year Treasury Bond ETF shares in Q3 2018, an estimated $5.25M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of CI Global Investments's portfolio in Q3 2018, its #50 holding.
  • CI Global Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and has held it in 2 quarters since.
  • CI Global Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $7.25M in Q2 2018.
  • 530 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2018.

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