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Cramer Rosenthal McGlynn’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cramer Rosenthal McGlynn’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-50,175
Closed -$5.83M – 252
2014
Q3 		$5.83M Buy
+50,175
New +$5.77M 0.06% 170

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cramer Rosenthal McGlynn's TLT Position: Q4 2014 in Review

Cramer Rosenthal McGlynn sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2014, closing a stake of 50,175 shares — an estimated $5.83M sold.

Cramer Rosenthal McGlynn first reported a position in TLT in Q3 2014 and held it in 1 quarter. The position peaked at $5.83M in Q3 2014. 246 funds tracked by Wall St. Rank hold TLT as of Q4 2014.

  • Cramer Rosenthal McGlynn reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Cramer Rosenthal McGlynn sold 50,175 iShares 20+ Year Treasury Bond ETF shares in Q4 2014, an estimated $5.83M.
  • Cramer Rosenthal McGlynn first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2014 and held it in 1 quarter.
  • Cramer Rosenthal McGlynn's iShares 20+ Year Treasury Bond ETF position peaked at $5.83M in Q3 2014.
  • 246 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2014.

Based on Cramer Rosenthal McGlynn's 13F filing for Q4 2014, filed 13 Feb 2015.