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One Capital Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

One Capital 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
Q4 		– Sell
-245
Closed -$27K – 285
2014
Q3 		$27K Buy
+245
New +$27.1K 0.01% 299

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Bank of America
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NYLIM
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Envestnet Asset Management
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UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

One Capital Management's GVI Position: Q4 2014 in Review

One Capital Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2014, closing a stake of 245 shares — an estimated $27K sold.

One Capital Management first reported a position in GVI in Q3 2014 and held it in 1 quarter. The position peaked at $27K in Q3 2014. 116 funds tracked by Wall St. Rank hold GVI as of Q4 2014.

  • One Capital Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2014 after selling out during the quarter.
  • One Capital Management sold 245 iShares Intermediate Government/Credit Bond ETF shares in Q4 2014, an estimated $27K.
  • One Capital Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2014 and held it in 1 quarter.
  • One Capital Management's iShares Intermediate Government/Credit Bond ETF position peaked at $27K in Q3 2014.
  • 116 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2014.

Based on One Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.