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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pinnacle Associates's TLT Position: Q1 2020 in Review

Pinnacle Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2020, closing a stake of 1,589 shares — an estimated $215K sold.

Pinnacle Associates first reported a position in TLT in Q4 2014 and held it in 9 quarters. The position peaked at $429K in Q4 2014. 583 funds tracked by Wall St. Rank hold TLT as of Q1 2020.

Pinnacle Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Pinnacle Associates sold 1,589 iShares 20+ Year Treasury Bond ETF shares in Q1 2020, an estimated $215K.
Pinnacle Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and held it in 9 quarters.
Pinnacle Associates's iShares 20+ Year Treasury Bond ETF position peaked at $429K in Q4 2014.
583 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2020.

Based on Pinnacle Associates's 13F filing for Q1 2020, filed 13 May 2020.