Mountain Capital Investment Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Mountain Capital Investment Advisors’s Portfolio GBIL Stock Details GBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,124	Closed	-$213K	–	44
2019 Q3	$213K	Hold	2,124	–	–	0.19%	44
2019 Q2	$213K	Hold	2,124	–	–	0.2%	44
2019 Q1	$213K	Buy	+2,124	New	+$213K	0.23%	43

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mountain Capital Investment Advisors's GBIL Position: Q4 2019 in Review

Mountain Capital Investment Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2019, closing a stake of 2,124 shares — an estimated $213K sold.

Mountain Capital Investment Advisors first reported a position in GBIL in Q1 2019 and held it in 3 quarters. The position peaked at $213K in Q3 2019. 156 funds tracked by Wall St. Rank hold GBIL as of Q4 2019.

Mountain Capital Investment Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2019 after selling out during the quarter.
Mountain Capital Investment Advisors sold 2,124 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2019, an estimated $213K.
Mountain Capital Investment Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2019 and held it in 3 quarters.
Mountain Capital Investment Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $213K in Q3 2019.
156 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2019.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.