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Lee Capital Holdings’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lee Capital Holdings’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
2018
Q4 		– Sell
-4,000
Closed -$469K – 59
2018
Q3 		$469K Buy
+4,000
New +$480K 0.34% 70

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lee Capital Holdings's TLT Position: Q4 2018 in Review

Lee Capital Holdings sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2018, closing a stake of 4,000 shares — an estimated $469K sold.

Lee Capital Holdings first reported a position in TLT in Q3 2018 and held it in 1 quarter. The position peaked at $469K in Q3 2018. 390 funds tracked by Wall St. Rank hold TLT as of Q4 2018.

  • Lee Capital Holdings reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Lee Capital Holdings sold 4,000 iShares 20+ Year Treasury Bond ETF shares in Q4 2018, an estimated $469K.
  • Lee Capital Holdings first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2018 and held it in 1 quarter.
  • Lee Capital Holdings's iShares 20+ Year Treasury Bond ETF position peaked at $469K in Q3 2018.
  • 390 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2018.

Based on Lee Capital Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.