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Fore Research & Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Fore Research & Management’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,200
Closed -$139K – 85
2014
Q3 		$139K Buy
+1,200
New +$138K ﹤0.01% 45

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fore Research & Management's TLT Position: Q4 2014 in Review

Fore Research & Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2014, closing a stake of 1,200 shares — an estimated $139K sold.

Fore Research & Management first reported a position in TLT in Q3 2014 and held it in 1 quarter. The position peaked at $139K in Q3 2014. 246 funds tracked by Wall St. Rank hold TLT as of Q4 2014.

  • Fore Research & Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Fore Research & Management sold 1,200 iShares 20+ Year Treasury Bond ETF shares in Q4 2014, an estimated $139K.
  • Fore Research & Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2014 and held it in 1 quarter.
  • Fore Research & Management's iShares 20+ Year Treasury Bond ETF position peaked at $139K in Q3 2014.
  • 246 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2014.

Based on Fore Research & Management's 13F filing for Q4 2014, filed 11 Feb 2015.