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Peachtree Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Peachtree Investment Advisors’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-18,655
Closed -$2.17M – 382
2014
Q3 		$2.17M Sell
18,655
-8,903
-32% -$1.02M 1.45% 13
2014
Q2 		$3.13M Buy
27,558
+207
+0.8% +$23.1K 2.09% 8
2014
Q1 		$2.98M Buy
27,351
+146
+0.5% +$15.6K 2.03% 9
2013
Q4 		$2.77M Buy
+27,205
New +$2.85M 1.89% 11

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peachtree Investment Advisors's TLT Position: Q4 2014 in Review

Peachtree Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2014, closing a stake of 18,655 shares — an estimated $2.17M sold.

Peachtree Investment Advisors first reported a position in TLT in Q4 2013 and held it in 4 quarters. The position peaked at $3.13M in Q2 2014. 246 funds tracked by Wall St. Rank hold TLT as of Q4 2014.

  • Peachtree Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Peachtree Investment Advisors sold 18,655 iShares 20+ Year Treasury Bond ETF shares in Q4 2014, an estimated $2.17M.
  • Peachtree Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2013 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.13M in Q2 2014.
  • 246 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2014.

Based on Peachtree Investment Advisors's 13F filing for Q4 2014, filed 29 Jan 2015.