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

Lyons Wealth 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
2013 Q4	–	Sell	-3,412	Closed	-$313K	–	65
2013 Q3	$313K	Buy	+3,412	New	+$313K	0.28%	46

Other funds holding BIL

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

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

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

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

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Lyons Wealth Management's BIL Position: Q4 2013 in Review

Lyons Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2013, closing a stake of 3,412 shares — an estimated $313K sold.

Lyons Wealth Management first reported a position in BIL in Q3 2013 and held it in 1 quarter. The position peaked at $313K in Q3 2013. 63 funds tracked by Wall St. Rank hold BIL as of Q4 2013.

Lyons Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2013 after selling out during the quarter.
Lyons Wealth Management sold 3,412 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2013, an estimated $313K.
Lyons Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2013 and held it in 1 quarter.
Lyons Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $313K in Q3 2013.
63 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2013.

Based on Lyons Wealth Management's 13F filing for Q4 2013, filed 4 Feb 2014.