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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-56
Closed -$7K – 438
2016
Q2 		$7K Buy
+56
New +$7.05K ﹤0.01% 297

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IEI Position: Q3 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2016, closing a stake of 56 shares — an estimated $7K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IEI in Q2 2016 and held it in 1 quarter. The position peaked at $7K in Q2 2016. 258 funds tracked by Wall St. Rank hold IEI as of Q3 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 56 iShares 3-7 Year Treasury Bond ETF shares in Q3 2016, an estimated $7K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares 3-7 Year Treasury Bond ETF position peaked at $7K in Q2 2016.
  • 258 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2016, filed 14 Nov 2016.