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

Edmond de Rothschild (Suisse)’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 		$296K Sell
2,650
-660
-20% -$74K 0.09% 183
2016
Q2 		$374K Sell
3,310
-72,523
-96% -$8.02M 0.12% 134
2016
Q1 		$8.37M Buy
+75,833
New +$8.27M 3.45% 5

Other funds holding IEF

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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 (Suisse)'s IEF Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 20% in Q3 2016, selling an estimated $74K and leaving 2,650 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #183.

Edmond de Rothschild (Suisse) first reported a position in IEF in Q1 2016 and has held it in 3 quarters since. The position peaked at $8.37M in Q1 2016. 359 funds tracked by Wall St. Rank hold IEF as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 2,650 shares of iShares 7-10 Year Treasury Bond ETF worth $296K as of Q3 2016.
  • Edmond de Rothschild (Suisse) sold 660 iShares 7-10 Year Treasury Bond ETF shares in Q3 2016, an estimated $74K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #183 holding.
  • Edmond de Rothschild (Suisse) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 3 quarters since.
  • Edmond de Rothschild (Suisse)'s iShares 7-10 Year Treasury Bond ETF position peaked at $8.37M in Q1 2016.
  • 359 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2016.

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