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Epstein & White Financial’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Epstein & White Financial’s Portfolio BIL Stock Details BIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,336
Closed -$214K – 84
2018
Q4 		$214K Buy
+2,336
New +$214K 0.13% 76

Other funds holding BIL

KPAG
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Epstein & White Financial's BIL Position: Q1 2019 in Review

Epstein & White Financial sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2019, closing a stake of 2,336 shares — an estimated $214K sold.

Epstein & White Financial first reported a position in BIL in Q4 2018 and held it in 1 quarter. The position peaked at $214K in Q4 2018. 279 funds tracked by Wall St. Rank hold BIL as of Q1 2019.

  • Epstein & White Financial reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2019 after selling out during the quarter.
  • Epstein & White Financial sold 2,336 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2019, an estimated $214K.
  • Epstein & White Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 1 quarter.
  • Epstein & White Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $214K in Q4 2018.
  • 279 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2019.

Based on Epstein & White Financial's 13F filing for Q1 2019, filed 29 Apr 2019.