JWBC
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John W. Bristol & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

John W. Bristol & Co’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
2016
Q3 		– Sell
-35,493
Closed -$663K – 64
2016
Q2 		$663K Buy
+35,493
New +$3.93M 0.02% 56

Other funds holding IEF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

John W. Bristol & Co's IEF Position: Q3 2016 in Review

John W. Bristol & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2016, closing a stake of 35,493 shares — an estimated $663K sold.

John W. Bristol & Co first reported a position in IEF in Q2 2016 and held it in 1 quarter. The position peaked at $663K in Q2 2016. 359 funds tracked by Wall St. Rank hold IEF as of Q3 2016.

  • John W. Bristol & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
  • John W. Bristol & Co sold 35,493 iShares 7-10 Year Treasury Bond ETF shares in Q3 2016, an estimated $663K.
  • John W. Bristol & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 1 quarter.
  • John W. Bristol & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $663K in Q2 2016.
  • 359 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2016.

Based on John W. Bristol & Co's 13F filing for Q3 2016, filed 11 Oct 2016.