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Mountain Capital Investment Advisors’s iShares International Treasury Bond ETF IGOV Stock Holding History

Mountain Capital Investment Advisors’s Portfolio IGOV Stock Details IGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-350
Closed -$17K – 209
2017
Q3 		$17K Hold
350
– – 0.02% 207
2017
Q2 		$17K Buy
+350
New +$16.4K 0.02% 238

Other funds holding IGOV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Mountain Capital Investment Advisors's IGOV Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2017, closing a stake of 350 shares — an estimated $17K sold.

Mountain Capital Investment Advisors first reported a position in IGOV in Q2 2017 and held it in 2 quarters. The position peaked at $17K in Q3 2017. 108 funds tracked by Wall St. Rank hold IGOV as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining iShares International Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 350 iShares International Treasury Bond ETF shares in Q4 2017, an estimated $17K.
  • Mountain Capital Investment Advisors first reported a position in iShares International Treasury Bond ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares International Treasury Bond ETF position peaked at $17K in Q3 2017.
  • 108 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.