EFS
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Essex Financial Services’s iShares International Treasury Bond ETF IGOV Stock Holding History

Essex Financial Services’s Portfolio IGOV Stock Details IGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-9,450
Closed -$476 – 293
2013
Q3 		$476 Sell
9,450
-3,600
-28% -$177K 0.15% 137
2013
Q2 		$629K Buy
+13,050
New +$650K 0.22% 107

Other funds holding IGOV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
QLMGAA
QS Legg Mason Global Asset Allocation New York $1.04B AUM 9.55% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Essex Financial Services's IGOV Position: Q4 2013 in Review

Essex Financial Services sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2013, closing a stake of 9,450 shares — an estimated $476 sold.

Essex Financial Services first reported a position in IGOV in Q2 2013 and held it in 2 quarters. The position peaked at $629K in Q2 2013. 68 funds tracked by Wall St. Rank hold IGOV as of Q4 2013.

  • Essex Financial Services reported no remaining iShares International Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Essex Financial Services sold 9,450 iShares International Treasury Bond ETF shares in Q4 2013, an estimated $476.
  • Essex Financial Services first reported a position in iShares International Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
  • Essex Financial Services's iShares International Treasury Bond ETF position peaked at $629K in Q2 2013.
  • 68 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2013.

Based on Essex Financial Services's 13F filing for Q4 2013, filed 11 Feb 2014.