Jim Simons
USFR

Jim Simons’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Jim Simons’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-82,689
Closed -$2.08M – 3937
2020
Q4 		$2.08M Buy
+82,689
New +$2.08M ﹤0.01% 2096

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
TM
Titan Managers Scottsdale, Arizona $63.6M AUM 0.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Jim Simons's USFR Position: Q1 2021 in Review

Jim Simons sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2021, closing a stake of 82,689 shares — an estimated $2.08M sold.

Jim Simons first reported a position in USFR in Q4 2020 and held it in 1 quarter. The position peaked at $2.08M in Q4 2020. 135 funds tracked by Wall St. Rank hold USFR as of Q1 2021.

  • Jim Simons reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2021 after selling out during the quarter.
  • Jim Simons sold 82,689 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2021, an estimated $2.08M.
  • Jim Simons first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2020 and held it in 1 quarter.
  • Jim Simons's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $2.08M in Q4 2020.
  • 135 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2021.

Based on Renaissance Technologies's 13F filing for Q1 2021, filed 13 May 2021.