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

Legacy Capital Partners’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
2020
Q3 		– Sell
-3,001
Closed -$275K – 138
2020
Q2 		$275K Sell
3,001
-35
-1% -$3.2K 0.12% 117
2020
Q1 		$278K Buy
3,036
+395
+15% +$36.2K 0.14% 108
2019
Q4 		$241K Buy
+2,641
New +$242K 0.1% 135

Other funds holding BIL

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Legacy Capital Partners's BIL Position: Q3 2020 in Review

Legacy Capital Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2020, closing a stake of 3,001 shares — an estimated $275K sold.

Legacy Capital Partners first reported a position in BIL in Q4 2019 and held it in 3 quarters. The position peaked at $278K in Q1 2020. 380 funds tracked by Wall St. Rank hold BIL as of Q3 2020.

  • Legacy Capital Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 3,001 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2020, an estimated $275K.
  • Legacy Capital Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 3 quarters.
  • Legacy Capital Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $278K in Q1 2020.
  • 380 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2020.

Based on Legacy Capital Partners's 13F filing for Q3 2020, filed 13 Oct 2020.