J.P. Turner & Co Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

J.P. Turner & Co Capital Management’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
2015 Q3	$435K	Buy	+4,034	New	+$428K	0.45%	65
2015 Q1	–	Sell	-5,456	Closed	-$579K	–	214
2014 Q4	$579K	Buy	+5,456	New	+$575K	0.56%	56

Other funds holding IEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.P. Turner & Co Capital Management's IEF Position: Q3 2015 in Review

J.P. Turner & Co Capital Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2015: 4,034 shares worth $435K. The stake represents 0.45% of the portfolio and ranks #65 among its holdings. This is a return to the name: J.P. Turner & Co Capital Management previously reported a position in IEF as recently as Q4 2014.

J.P. Turner & Co Capital Management first reported a position in IEF in Q4 2014 and has held it in 2 quarters since. The position peaked at $579K in Q4 2014. 278 funds tracked by Wall St. Rank hold IEF as of Q3 2015.

J.P. Turner & Co Capital Management held 4,034 shares of iShares 7-10 Year Treasury Bond ETF worth $435K as of Q3 2015.
iShares 7-10 Year Treasury Bond ETF was a new J.P. Turner & Co Capital Management position in Q3 2015.
iShares 7-10 Year Treasury Bond ETF made up 0.45% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #65 holding.
J.P. Turner & Co Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 2 quarters since.
J.P. Turner & Co Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $579K in Q4 2014.
278 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.