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First Allied Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

First Allied Asset Management’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-6,828
Closed -$754K – 199
2014
Q1 		$754K Buy
+6,828
New +$753K 0.11% 133

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

First Allied Asset Management's SHV Position: Q2 2014 in Review

First Allied Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2014, closing a stake of 6,828 shares — an estimated $754K sold.

First Allied Asset Management first reported a position in SHV in Q1 2014 and held it in 1 quarter. The position peaked at $754K in Q1 2014. 87 funds tracked by Wall St. Rank hold SHV as of Q2 2014.

  • First Allied Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • First Allied Asset Management sold 6,828 iShares 0-1 Year Treasury Bond ETF shares in Q2 2014, an estimated $754K.
  • First Allied Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2014 and held it in 1 quarter.
  • First Allied Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $754K in Q1 2014.
  • 87 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2014.

Based on First Allied Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.