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Ingalls & Snyder LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ingalls & Snyder LLC’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
2016
Q4 		– Sell
-2,380
Closed -$266K – 419
2016
Q3 		$266K Sell
2,380
-65
-3% -$7.29K 0.01% 328
2016
Q2 		$276K Buy
+2,445
New +$270K 0.02% 333

Other funds holding IEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ingalls & Snyder LLC's IEF Position: Q4 2016 in Review

Ingalls & Snyder LLC sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2016, closing a stake of 2,380 shares — an estimated $266K sold.

Ingalls & Snyder LLC first reported a position in IEF in Q2 2016 and held it in 2 quarters. The position peaked at $276K in Q2 2016. 356 funds tracked by Wall St. Rank hold IEF as of Q4 2016.

  • Ingalls & Snyder LLC reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 2,380 iShares 7-10 Year Treasury Bond ETF shares in Q4 2016, an estimated $266K.
  • Ingalls & Snyder LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 2 quarters.
  • Ingalls & Snyder LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $276K in Q2 2016.
  • 356 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2016.

Based on Ingalls & Snyder LLC's 13F filing for Q4 2016, filed 25 Jan 2017.