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
2015 Q1	–	Sell	-3,950	Closed	-$59.3K	–	418
2014 Q4	$59.3K	Buy	+3,950	New	+$417K	0.11%	129
2014 Q3	–	Sell	-1,724	Closed	-$185K	–	554
2014 Q2	$185K	Buy	+1,724	New	+$177K	0.19%	58

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 22.96% 1-Year Est. Return

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.