FinTrust Investment Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

FinTrust Investment Advisory Services’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$337K	Sell	2,778 -460	-14%	-$55.4K	0.69%	34
2013 Q2	$391K	Buy	+3,238	New	+$398K	0.67%	38

Other funds holding IEI

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

FinTrust Investment Advisory Services reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 14% in Q3 2013, selling an estimated $55.4K and leaving 2,778 shares worth $337K. The position accounts for 0.69% of the portfolio, ranked #34.

FinTrust Investment Advisory Services first reported a position in IEI in Q2 2013 and has held it in 2 quarters since. The position peaked at $391K in Q2 2013. 150 funds tracked by Wall St. Rank hold IEI as of Q3 2013.

FinTrust Investment Advisory Services held 2,778 shares of iShares 3-7 Year Treasury Bond ETF worth $337K as of Q3 2013.
FinTrust Investment Advisory Services sold 460 iShares 3-7 Year Treasury Bond ETF shares in Q3 2013, an estimated $55.4K.
iShares 3-7 Year Treasury Bond ETF made up 0.69% of FinTrust Investment Advisory Services's portfolio in Q3 2013, its #34 holding.
FinTrust Investment Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 2 quarters since.
FinTrust Investment Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $391K in Q2 2013.
150 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2013.

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