JPTCCM
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J.P. Turner & Co Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

J.P. Turner & Co Capital Management’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
2015
Q2 		– Sell
-1,757
Closed -$230K – 240
2015
Q1 		$230K Buy
+1,757
New +$229K 0.21% 151

Other funds holding TLT

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

J.P. Turner & Co Capital Management's TLT Position: Q2 2015 in Review

J.P. Turner & Co Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2015, closing a stake of 1,757 shares — an estimated $230K sold.

J.P. Turner & Co Capital Management first reported a position in TLT in Q1 2015 and held it in 1 quarter. The position peaked at $230K in Q1 2015. 246 funds tracked by Wall St. Rank hold TLT as of Q2 2015.

  • J.P. Turner & Co Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2015 after selling out during the quarter.
  • J.P. Turner & Co Capital Management sold 1,757 iShares 20+ Year Treasury Bond ETF shares in Q2 2015, an estimated $230K.
  • J.P. Turner & Co Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2015 and held it in 1 quarter.
  • J.P. Turner & Co Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $230K in Q1 2015.
  • 246 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q2 2015, filed 10 Aug 2015.