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Pinnacle Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Pinnacle Associates’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
2020
Q1 		– Sell
-1,589
Closed -$215K – 725
2019
Q4 		$215K Buy
+1,589
New +$221K ﹤0.01% 664
2016
Q4 		– Sell
-2,000
Closed -$275K – 653
2016
Q3 		$275K Hold
2,000
– – 0.01% 549
2016
Q2 		$278K Sell
2,000
-100
-5% -$13.2K 0.01% 551
2016
Q1 		$274K Buy
2,100
+100
+5% +$12.8K 0.01% 536
2015
Q4 		$241K Hold
2,000
– – 0.01% 563
2015
Q3 		$247K Hold
2,000
– – 0.01% 557
2015
Q2 		$235K Sell
2,000
-533
-21% -$65.4K ﹤0.01% 593
2015
Q1 		$331K Sell
2,533
-871
-26% -$114K 0.01% 529
2014
Q4 		$429K Buy
+3,404
New +$413K 0.01% 476

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return