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NatWest Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

NatWest Group’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,572
Closed -$438K – 114
2016
Q4 		$438K Sell
3,572
-50
-1% -$6.2K 0.12% 84
2016
Q3 		$458K Buy
3,622
+1,492
+70% +$189K 0.11% 84
2016
Q2 		$271K Buy
+2,130
New +$268K 0.07% 104

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

NatWest Group's IEI Position: Q1 2017 in Review

NatWest Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2017, closing a stake of 3,572 shares — an estimated $438K sold.

NatWest Group first reported a position in IEI in Q2 2016 and held it in 3 quarters. The position peaked at $458K in Q3 2016. 261 funds tracked by Wall St. Rank hold IEI as of Q1 2017.

  • NatWest Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
  • NatWest Group sold 3,572 iShares 3-7 Year Treasury Bond ETF shares in Q1 2017, an estimated $438K.
  • NatWest Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and held it in 3 quarters.
  • NatWest Group's iShares 3-7 Year Treasury Bond ETF position peaked at $458K in Q3 2016.
  • 261 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2017.

Based on NatWest Group's 13F filing for Q1 2017, filed 12 May 2017.