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FinTrust Investment Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

FinTrust Investment Advisory Services’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
2013
Q3 		$644K Sell
6,307
-777
-11% -$78.6K 1.32% 17
2013
Q2 		$726K Buy
+7,084
New +$755K 1.25% 19

Other funds holding IEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

FinTrust Investment Advisory Services's IEF Position: Q3 2013 in Review

FinTrust Investment Advisory Services reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q3 2013, selling an estimated $78.6K and leaving 6,307 shares worth $644K. The position accounts for 1.32% of the portfolio, ranked #17.

FinTrust Investment Advisory Services first reported a position in IEF in Q2 2013 and has held it in 2 quarters since. The position peaked at $726K in Q2 2013. 184 funds tracked by Wall St. Rank hold IEF as of Q3 2013.

  • FinTrust Investment Advisory Services held 6,307 shares of iShares 7-10 Year Treasury Bond ETF worth $644K as of Q3 2013.
  • FinTrust Investment Advisory Services sold 777 iShares 7-10 Year Treasury Bond ETF shares in Q3 2013, an estimated $78.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.32% of FinTrust Investment Advisory Services's portfolio in Q3 2013, its #17 holding.
  • FinTrust Investment Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • FinTrust Investment Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $726K in Q2 2013.
  • 184 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2013.

Based on FinTrust Investment Advisory Services's 13F filing for Q3 2013, filed 2 Oct 2013.