First City Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

First City Capital Management’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
2015 Q1	–	Sell	-25	Closed	-$2.65K	–	605
2014 Q4	$2.65K	Hold	25	–	–	﹤0.01%	533
2014 Q3	$2.59K	Hold	25	–	–	﹤0.01%	520
2014 Q2	$2.59K	Hold	25	–	–	﹤0.01%	535
2014 Q1	$2.54K	Buy	+25	New	+$2.54K	﹤0.01%	525

Other funds holding IEF

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

First City Capital Management's IEF Position: Q1 2015 in Review

First City Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2015, closing a stake of 25 shares — an estimated $2.65K sold.

First City Capital Management first reported a position in IEF in Q1 2014 and held it in 4 quarters. The position peaked at $2.65K in Q4 2014. 256 funds tracked by Wall St. Rank hold IEF as of Q1 2015.

First City Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
First City Capital Management sold 25 iShares 7-10 Year Treasury Bond ETF shares in Q1 2015, an estimated $2.65K.
First City Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and held it in 4 quarters.
First City Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.65K in Q4 2014.
256 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2015.

Based on First City Capital Management's 13F filing for Q1 2015, filed 7 May 2015.