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

Douglass Winthrop 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
2015
Q1 		– Sell
-8,517
Closed -$903K – 258
2014
Q4 		$903K Buy
+8,517
New +$898K 0.08% 103

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Douglass Winthrop Advisors's IEF Position: Q1 2015 in Review

Douglass Winthrop Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2015, closing a stake of 8,517 shares — an estimated $903K sold.

Douglass Winthrop Advisors first reported a position in IEF in Q4 2014 and held it in 1 quarter. The position peaked at $903K in Q4 2014. 256 funds tracked by Wall St. Rank hold IEF as of Q1 2015.

  • Douglass Winthrop Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 8,517 iShares 7-10 Year Treasury Bond ETF shares in Q1 2015, an estimated $903K.
  • Douglass Winthrop Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and held it in 1 quarter.
  • Douglass Winthrop Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $903K in Q4 2014.
  • 256 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2015.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.