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Drexel Morgan & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Drexel Morgan & Co’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,000
Closed -$1.1M – 98
2016
Q3 		$1.1M Hold
10,000
– – 1.23% 31
2016
Q2 		$1.1M Hold
10,000
– – 1.25% 30
2016
Q1 		$1.1M Buy
+10,000
New +$1.1M 1.29% 29

Other funds holding SHV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Drexel Morgan & Co's SHV Position: Q4 2016 in Review

Drexel Morgan & Co sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2016, closing a stake of 10,000 shares — an estimated $1.1M sold.

Drexel Morgan & Co first reported a position in SHV in Q1 2016 and held it in 3 quarters. The position peaked at $1.1M in Q2 2016. 140 funds tracked by Wall St. Rank hold SHV as of Q4 2016.

  • Drexel Morgan & Co reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Drexel Morgan & Co sold 10,000 iShares 0-1 Year Treasury Bond ETF shares in Q4 2016, an estimated $1.1M.
  • Drexel Morgan & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2016 and held it in 3 quarters.
  • Drexel Morgan & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $1.1M in Q2 2016.
  • 140 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2016.

Based on Drexel Morgan & Co's 13F filing for Q4 2016, filed 14 Feb 2017.