EWM
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Elite Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Elite Wealth Management’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-28
Closed -$3K – 464
2013
Q2 		$3K Buy
+28
New +$3.29K ﹤0.01% 272

Other funds holding TLT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Elite Wealth Management's TLT Position: Q3 2013 in Review

Elite Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2013, closing a stake of 28 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in TLT in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 165 funds tracked by Wall St. Rank hold TLT as of Q3 2013.

  • Elite Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Elite Wealth Management sold 28 iShares 20+ Year Treasury Bond ETF shares in Q3 2013, an estimated $3K.
  • Elite Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Elite Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3K in Q2 2013.
  • 165 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2013.

Based on Elite Wealth Management's 13F filing for Q3 2013, filed 22 Nov 2016.