Julex Capital Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Julex Capital Management’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$6K	Sell	66 -151	-70%	-$13.8K	0.01%	49
2019 Q2	$19K	Buy	217 +4	+2%	+$366	0.02%	26
2019 Q1	$19.5K	Sell	213 -46	-18%	-$4.21K	0.02%	32
2018 Q4	$23K	Buy	+259	New	+$23.7K	0.01%	22

Other funds holding BIL

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $630M AUM 12.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Julex Capital Management's BIL Position: Q3 2019 in Review

Julex Capital Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 70% in Q3 2019, selling an estimated $13.8K and leaving 66 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #49.

Julex Capital Management first reported a position in BIL in Q4 2018 and has held it in 4 quarters since. The position peaked at $23K in Q4 2018. 313 funds tracked by Wall St. Rank hold BIL as of Q3 2019.

Julex Capital Management held 66 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6K as of Q3 2019.
Julex Capital Management sold 151 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2019, an estimated $13.8K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Julex Capital Management's portfolio in Q3 2019, its #49 holding.
Julex Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 4 quarters since.
Julex Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $23K in Q4 2018.
313 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.