HCC
STPP

Hirtle Callaghan & Co’s iPath US Treasury Steepener ETN STPP Stock Holding History

Hirtle Callaghan & Co’s Portfolio STPP Stock Details STPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,907
Closed -$80K – 664
2013
Q3 		$80K Buy
+1,907
New +$77.3K 0.01% 299

Other funds holding STPP

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hirtle Callaghan & Co's STPP Position: Q4 2013 in Review

Hirtle Callaghan & Co sold out of iPath US Treasury Steepener ETN (STPP) in Q4 2013, closing a stake of 1,907 shares — an estimated $80K sold.

Hirtle Callaghan & Co first reported a position in STPP in Q3 2013 and held it in 1 quarter. The position peaked at $80K in Q3 2013. 11 funds tracked by Wall St. Rank hold STPP as of Q4 2013.

  • Hirtle Callaghan & Co reported no remaining iPath US Treasury Steepener ETN position as of Q4 2013 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 1,907 iPath US Treasury Steepener ETN shares in Q4 2013, an estimated $80K.
  • Hirtle Callaghan & Co first reported a position in iPath US Treasury Steepener ETN in Q3 2013 and held it in 1 quarter.
  • Hirtle Callaghan & Co's iPath US Treasury Steepener ETN position peaked at $80K in Q3 2013.
  • 11 funds tracked by Wall St. Rank held iPath US Treasury Steepener ETN as of Q4 2013.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2013, filed 29 Jan 2014.