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Continental Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Continental Advisors’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
2013
Q3 		– Sell
-78,000
Closed -$7.89M – 138
2013
Q2 		$8M Buy
+78,000
New +$8.31M 2.25% 6

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Continental Advisors's IEF Position: Q3 2013 in Review

Continental Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2013, closing a stake of 78,000 shares — an estimated $7.89M sold.

Continental Advisors first reported a position in IEF in Q2 2013 and held it in 1 quarter. The position peaked at $8M in Q2 2013. 184 funds tracked by Wall St. Rank hold IEF as of Q3 2013.

  • Continental Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Continental Advisors sold 78,000 iShares 7-10 Year Treasury Bond ETF shares in Q3 2013, an estimated $7.89M.
  • Continental Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Continental Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $8M in Q2 2013.
  • 184 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2013.

Based on Continental Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.