Edmond de Rothschild (Europe)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Edmond de Rothschild (Europe)’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
2016 Q3	$151K	Sell	1,353 -2,276	-63%	-$255K	0.06%	120
2016 Q2	$410K	Buy	3,629 +629	+21%	+$69.6K	0.21%	73
2016 Q1	$331K	Sell	3,000 -1,895	-39%	-$207K	0.17%	84
2015 Q4	$517K	Sell	4,895 -9,865	-67%	-$1.05M	0.22%	74
2015 Q3	$1.59M	Buy	+14,760	New	+$1.57M	0.74%	37

Other funds holding IEF

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Edmond de Rothschild (Europe)'s IEF Position: Q3 2016 in Review

Edmond de Rothschild (Europe) reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 63% in Q3 2016, selling an estimated $255K and leaving 1,353 shares worth $151K. The position accounts for 0.06% of the portfolio, ranked #120.

Edmond de Rothschild (Europe) first reported a position in IEF in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.59M in Q3 2015. 359 funds tracked by Wall St. Rank hold IEF as of Q3 2016.

Edmond de Rothschild (Europe) held 1,353 shares of iShares 7-10 Year Treasury Bond ETF worth $151K as of Q3 2016.
Edmond de Rothschild (Europe) sold 2,276 iShares 7-10 Year Treasury Bond ETF shares in Q3 2016, an estimated $255K.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #120 holding.
Edmond de Rothschild (Europe) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and has held it in 5 quarters since.
Edmond de Rothschild (Europe)'s iShares 7-10 Year Treasury Bond ETF position peaked at $1.59M in Q3 2015.
359 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.