OptiFour Integrated Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

OptiFour Integrated Wealth Management’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$280K	Hold	3,059	–	–	0.19%	59
2019 Q3	$280K	Hold	3,059	–	–	0.2%	58
2019 Q2	$280K	Hold	3,059	–	–	0.2%	60
2019 Q1	$280K	Buy	+3,059	New	+$280K	0.23%	39

Other funds holding BIL

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

SJIC

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OAM

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

OptiFour Integrated Wealth Management's BIL Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q4 2019 at 3,059 shares worth $280K. The position accounts for 0.19% of the portfolio, ranked #59.

OptiFour Integrated Wealth Management first reported a position in BIL in Q1 2019 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold BIL as of Q4 2019.

OptiFour Integrated Wealth Management held 3,059 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $280K as of Q4 2019.
OptiFour Integrated Wealth Management left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q4 2019.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.19% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #59 holding.
OptiFour Integrated Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and has held it in 4 quarters since.
370 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.