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Global Atlantic Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Global Atlantic Investment Advisors’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-96,049
Closed -$10.6M – 9
2014
Q4 		$10.6M Buy
+96,049
New +$10.6M 2.92% 8

Other funds holding SHV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Global Atlantic Investment Advisors's SHV Position: Q1 2015 in Review

Global Atlantic Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2015, closing a stake of 96,049 shares — an estimated $10.6M sold.

Global Atlantic Investment Advisors first reported a position in SHV in Q4 2014 and held it in 1 quarter. The position peaked at $10.6M in Q4 2014. 110 funds tracked by Wall St. Rank hold SHV as of Q1 2015.

  • Global Atlantic Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Global Atlantic Investment Advisors sold 96,049 iShares 0-1 Year Treasury Bond ETF shares in Q1 2015, an estimated $10.6M.
  • Global Atlantic Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2014 and held it in 1 quarter.
  • Global Atlantic Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $10.6M in Q4 2014.
  • 110 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2015.

Based on Global Atlantic Investment Advisors's 13F filing for Q1 2015, filed 14 May 2015.