CPP
TLT icon

Crow Point Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Crow Point Partners’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
2019
Q1 		– Sell
-12,000
Closed -$1.45M – 131
2018
Q4 		$1.45M Buy
12,000
+6,000
+100% +$694K 0.27% 39
2018
Q3 		$704K Sell
6,000
-9,200
-61% -$1.1M 0.12% 63
2018
Q2 		$1.86M Sell
15,200
-850
-5% -$102K 0.35% 37
2018
Q1 		$1.96M Buy
16,050
+13,421
+510% +$1.62M 0.36% 39
2017
Q4 		$333K Sell
2,629
-1,622
-38% -$204K 0.05% 112
2017
Q3 		$529K Buy
+4,251
New +$534K 0.08% 87

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crow Point Partners's TLT Position: Q1 2019 in Review

Crow Point Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2019, closing a stake of 12,000 shares — an estimated $1.45M sold.

Crow Point Partners first reported a position in TLT in Q3 2017 and held it in 6 quarters. The position peaked at $1.96M in Q1 2018. 437 funds tracked by Wall St. Rank hold TLT as of Q1 2019.

  • Crow Point Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Crow Point Partners sold 12,000 iShares 20+ Year Treasury Bond ETF shares in Q1 2019, an estimated $1.45M.
  • Crow Point Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2017 and held it in 6 quarters.
  • Crow Point Partners's iShares 20+ Year Treasury Bond ETF position peaked at $1.96M in Q1 2018.
  • 437 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2019.

Based on Crow Point Partners's 13F filing for Q1 2019, filed 15 May 2019.