East Coast Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

East Coast Asset Management’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
2017 Q4	–	Sell	-2,700	Closed	-$333K	–	98
2017 Q3	$333K	Hold	2,700	–	–	0.09%	82
2017 Q2	$334K	Hold	2,700	–	–	0.09%	85
2017 Q1	$332K	Hold	2,700	–	–	0.09%	83
2016 Q4	$331K	Hold	2,700	–	–	0.1%	82
2016 Q3	$342K	Buy	2,700 +100	+4%	+$12.7K	0.18%	84
2016 Q2	$331K	Buy	+2,600	New	+$327K	0.18%	85

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

East Coast Asset Management's IEI Position: Q4 2017 in Review

East Coast Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2017, closing a stake of 2,700 shares — an estimated $333K sold.

East Coast Asset Management first reported a position in IEI in Q2 2016 and held it in 6 quarters. The position peaked at $342K in Q3 2016. 293 funds tracked by Wall St. Rank hold IEI as of Q4 2017.

East Coast Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
East Coast Asset Management sold 2,700 iShares 3-7 Year Treasury Bond ETF shares in Q4 2017, an estimated $333K.
East Coast Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and held it in 6 quarters.
East Coast Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $342K in Q3 2016.
293 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2017.

Based on East Coast Asset Management's 13F filing for Q4 2017, filed 12 Feb 2018.