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Investors Capital Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Investors Capital Advisory Services’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,125
Closed -$226K – 664
2013
Q3 		$226K Buy
2,125
+77
+4% +$8.16K 0.06% 431
2013
Q2 		$226K Buy
+2,048
New +$241K 0.07% 384

Other funds holding TLT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investors Capital Advisory Services's TLT Position: Q4 2013 in Review

Investors Capital Advisory Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2013, closing a stake of 2,125 shares — an estimated $226K sold.

Investors Capital Advisory Services first reported a position in TLT in Q2 2013 and held it in 2 quarters. The position peaked at $226K in Q3 2013. 161 funds tracked by Wall St. Rank hold TLT as of Q4 2013.

  • Investors Capital Advisory Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Investors Capital Advisory Services sold 2,125 iShares 20+ Year Treasury Bond ETF shares in Q4 2013, an estimated $226K.
  • Investors Capital Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
  • Investors Capital Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $226K in Q3 2013.
  • 161 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2013.

Based on Investors Capital Advisory Services's 13F filing for Q4 2013, filed 13 Feb 2014.