Firsthand Capital Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Firsthand Capital Management’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-26,000	Closed	-$2.38M	–	43
2016 Q4	$2.38M	Buy	+26,000	New	+$2.38M	2.57%	17
2016 Q3	–	Sell	-54,750	Closed	-$5M	–	51
2016 Q2	$5M	Hold	54,750	–	–	5.49%	3
2016 Q1	$5M	Buy	+54,750	New	+$5M	4.31%	6

Other funds holding BIL

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Firsthand Capital Management's BIL Position: Q1 2017 in Review

Firsthand Capital Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2017, closing a stake of 26,000 shares — an estimated $2.38M sold.

Firsthand Capital Management first reported a position in BIL in Q1 2016 and held it in 3 quarters. The position peaked at $5M in Q2 2016. 94 funds tracked by Wall St. Rank hold BIL as of Q1 2017.

Firsthand Capital Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2017 after selling out during the quarter.
Firsthand Capital Management sold 26,000 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2017, an estimated $2.38M.
Firsthand Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2016 and held it in 3 quarters.
Firsthand Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5M in Q2 2016.
94 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2017.

Based on Firsthand Capital Management's 13F filing for Q1 2017, filed 12 May 2017.