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HealthInvest Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

HealthInvest Partners’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
2016
Q4 		– Sell
-10,000
Closed -$915K – 16
2016
Q3 		$915K Buy
+10,000
New +$914K 0.68% 14

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HealthInvest Partners's BIL Position: Q4 2016 in Review

HealthInvest Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2016, closing a stake of 10,000 shares — an estimated $915K sold.

HealthInvest Partners first reported a position in BIL in Q3 2016 and held it in 1 quarter. The position peaked at $915K in Q3 2016. 80 funds tracked by Wall St. Rank hold BIL as of Q4 2016.

  • HealthInvest Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2016 after selling out during the quarter.
  • HealthInvest Partners sold 10,000 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2016, an estimated $915K.
  • HealthInvest Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2016 and held it in 1 quarter.
  • HealthInvest Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $915K in Q3 2016.
  • 80 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2016.

Based on HealthInvest Partners's 13F filing for Q4 2016, filed 24 Jan 2017.