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Cohen Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cohen Capital Management’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
2017
Q2 		– Sell
-400
Closed -$34K – 227
2017
Q1 		$34K Buy
+400
New +$33.8K 0.01% 186

Other funds holding SHY

Bank of America
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cohen Capital Management's SHY Position: Q2 2017 in Review

Cohen Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2017, closing a stake of 400 shares — an estimated $34K sold.

Cohen Capital Management first reported a position in SHY in Q1 2017 and held it in 1 quarter. The position peaked at $34K in Q1 2017. 434 funds tracked by Wall St. Rank hold SHY as of Q2 2017.

  • Cohen Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Cohen Capital Management sold 400 iShares 1-3 Year Treasury Bond ETF shares in Q2 2017, an estimated $34K.
  • Cohen Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and held it in 1 quarter.
  • Cohen Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $34K in Q1 2017.
  • 434 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2017.

Based on Cohen Capital Management's 13F filing for Q2 2017, filed 12 Jul 2017.