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Exchange Capital Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Exchange Capital Management’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-45
Closed -$5K – 261
2017
Q4 		$5K Hold
45
– – ﹤0.01% 205
2017
Q3 		$5K Hold
45
– – ﹤0.01% 222
2017
Q2 		$5K Sell
45
-1,085
-96% -$120K ﹤0.01% 207
2017
Q1 		$125K Sell
1,130
-58
-5% -$6.38K 0.05% 99
2016
Q4 		$131K Hold
1,188
– – 0.05% 82
2016
Q3 		$134K Hold
1,188
– – 0.05% 92
2016
Q2 		$135K Buy
+1,188
New +$133K 0.05% 89
2015
Q4 		– Sell
-1,830
Closed -$203K – 89
2015
Q3 		$203K Sell
1,830
-418
-19% -$46.2K 0.09% 83
2015
Q2 		$249K Sell
2,248
-40
-2% -$4.45K 0.1% 83
2015
Q1 		$256K Sell
2,288
-4
-0.2% -$446 0.1% 79
2014
Q4 		$254K Sell
2,292
-325
-12% -$36K 0.11% 75
2014
Q3 		$289K Buy
2,617
+472
+22% +$52.2K 0.13% 68
2014
Q2 		$238K Buy
2,145
+469
+28% +$51.8K 0.11% 70
2014
Q1 		$184K Buy
1,676
+81
+5% +$8.92K 0.08% 68
2013
Q4 		$175K Sell
1,595
-6
-0.4% -$660 0.09% 68
2013
Q3 		$176K Sell
1,601
-554
-26% -$60.7K 0.09% 73
2013
Q2 		$237K Buy
+2,155
New +$241K 0.13% 72

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Exchange Capital Management's GVI Position: Q1 2018 in Review

Exchange Capital Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2018, closing a stake of 45 shares — an estimated $5K sold.

Exchange Capital Management first reported a position in GVI in Q2 2013 and held it in 17 quarters. The position peaked at $289K in Q3 2014. 175 funds tracked by Wall St. Rank hold GVI as of Q1 2018.

  • Exchange Capital Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Exchange Capital Management sold 45 iShares Intermediate Government/Credit Bond ETF shares in Q1 2018, an estimated $5K.
  • Exchange Capital Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and held it in 17 quarters.
  • Exchange Capital Management's iShares Intermediate Government/Credit Bond ETF position peaked at $289K in Q3 2014.
  • 175 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2018.

Based on Exchange Capital Management's 13F filing for Q1 2018, filed 3 May 2018.