KAH
GVI icon

Kathryn A. Hall’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Kathryn A. Hall’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-20,300
Closed -$2.25M – 8
2015
Q2 		$2.25M Sell
20,300
-30,000
-60% -$3.33M 1.16% 7
2015
Q1 		$5.62M Buy
50,300
+4,500
+10% +$502K 1.95% 5
2014
Q4 		$5.07M Buy
+45,800
New +$5.08M 1.41% 8

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Kathryn A. Hall's GVI Position: Q3 2015 in Review

Kathryn A. Hall sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2015, closing a stake of 20,300 shares — an estimated $2.25M sold.

Kathryn A. Hall first reported a position in GVI in Q4 2014 and held it in 3 quarters. The position peaked at $5.62M in Q1 2015. 122 funds tracked by Wall St. Rank hold GVI as of Q3 2015.

  • Kathryn A. Hall reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Kathryn A. Hall sold 20,300 iShares Intermediate Government/Credit Bond ETF shares in Q3 2015, an estimated $2.25M.
  • Kathryn A. Hall first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2014 and held it in 3 quarters.
  • Kathryn A. Hall's iShares Intermediate Government/Credit Bond ETF position peaked at $5.62M in Q1 2015.
  • 122 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2015.

Based on Kathryn A. Hall's 13F filing for Q3 2015, filed 13 Nov 2015.