NEAM
GVI icon

New England Asset Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

New England Asset Management’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-44,688
Closed -$4.96M – 146
2014
Q2 		$4.96M Buy
+44,688
New +$4.94M 0.12% 62

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

New England Asset Management's GVI Position: Q3 2014 in Review

New England Asset Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2014, closing a stake of 44,688 shares — an estimated $4.96M sold.

New England Asset Management first reported a position in GVI in Q2 2014 and held it in 1 quarter. The position peaked at $4.96M in Q2 2014. 107 funds tracked by Wall St. Rank hold GVI as of Q3 2014.

  • New England Asset Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2014 after selling out during the quarter.
  • New England Asset Management sold 44,688 iShares Intermediate Government/Credit Bond ETF shares in Q3 2014, an estimated $4.96M.
  • New England Asset Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2014 and held it in 1 quarter.
  • New England Asset Management's iShares Intermediate Government/Credit Bond ETF position peaked at $4.96M in Q2 2014.
  • 107 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2014.

Based on New England Asset Management's 13F filing for Q3 2014, filed 14 Nov 2014.