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Hexavest’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Hexavest’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,327
Closed -$60K – 456
2019
Q3 		$60K Buy
4,327
+491
+13% +$54.8K ﹤0.01% 328
2019
Q2 		$54K Buy
+3,836
New +$411K ﹤0.01% 333

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hexavest's IEF Position: Q4 2019 in Review

Hexavest sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2019, closing a stake of 4,327 shares — an estimated $60K sold.

Hexavest first reported a position in IEF in Q2 2019 and held it in 2 quarters. The position peaked at $60K in Q3 2019. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

  • Hexavest reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Hexavest sold 4,327 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $60K.
  • Hexavest first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 2 quarters.
  • Hexavest's iShares 7-10 Year Treasury Bond ETF position peaked at $60K in Q3 2019.
  • 567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on Hexavest's 13F filing for Q4 2019, filed 9 Jan 2020.