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First New York Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

First New York Securities’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
2014
Q4 		– Sell
-5,100
Closed -$538K – 436
2014
Q3 		$359K Buy
+5,100
New +$529K 0.25% 83

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

First New York Securities's IEF Position: Q4 2014 in Review

First New York Securities sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2014, closing a stake of 5,100 shares — an estimated $538K sold.

First New York Securities first reported a position in IEF in Q3 2014 and held it in 1 quarter. The position peaked at $359K in Q3 2014. 262 funds tracked by Wall St. Rank hold IEF as of Q4 2014.

  • First New York Securities reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2014 after selling out during the quarter.
  • First New York Securities sold 5,100 iShares 7-10 Year Treasury Bond ETF shares in Q4 2014, an estimated $538K.
  • First New York Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2014 and held it in 1 quarter.
  • First New York Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $359K in Q3 2014.
  • 262 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2014.

Based on First New York Securities's 13F filing for Q4 2014, filed 9 Jan 2015.