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Crosspoint Capital Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Crosspoint Capital Strategies’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-3,596
Closed -$440K – 444
2015
Q4 		$440K Buy
3,596
+3,511
+4,131% +$434K 0.12% 153
2015
Q3 		$11K Hold
85
– – 0.01% 397
2015
Q2 		$10K Hold
85
– – ﹤0.01% 522
2015
Q1 		$11K Buy
+85
New +$10.5K 0.01% 384

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Crosspoint Capital Strategies's IEI Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2016, closing a stake of 3,596 shares — an estimated $440K sold.

Crosspoint Capital Strategies first reported a position in IEI in Q1 2015 and held it in 4 quarters. The position peaked at $440K in Q4 2015. 257 funds tracked by Wall St. Rank hold IEI as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 3,596 iShares 3-7 Year Treasury Bond ETF shares in Q1 2016, an estimated $440K.
  • Crosspoint Capital Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2015 and held it in 4 quarters.
  • Crosspoint Capital Strategies's iShares 3-7 Year Treasury Bond ETF position peaked at $440K in Q4 2015.
  • 257 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.