J.P. Turner & Co Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

J.P. Turner & Co Capital Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-4,939	Closed	-$416K	–	224
2014 Q4	$416K	Buy	+4,939	New	+$418K	0.4%	80

Other funds holding SHY

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

J.P. Turner & Co Capital Management's SHY Position: Q1 2015 in Review

J.P. Turner & Co Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2015, closing a stake of 4,939 shares — an estimated $416K sold.

J.P. Turner & Co Capital Management first reported a position in SHY in Q4 2014 and held it in 1 quarter. The position peaked at $416K in Q4 2014. 359 funds tracked by Wall St. Rank hold SHY as of Q1 2015.

J.P. Turner & Co Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
J.P. Turner & Co Capital Management sold 4,939 iShares 1-3 Year Treasury Bond ETF shares in Q1 2015, an estimated $416K.
J.P. Turner & Co Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and held it in 1 quarter.
J.P. Turner & Co Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $416K in Q4 2014.
359 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q1 2015, filed 14 May 2015.