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Platinum Grove Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Platinum Grove Asset Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$206K Sell
2,014
-585
-23% -$59.1K 0.68% 68
2013
Q2 		$266K Buy
+2,599
New +$277K 2.66% 13

Other funds holding IEF

Goldman Sachs
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Platinum Grove Asset Management's IEF Position: Q3 2013 in Review

Platinum Grove Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 23% in Q3 2013, selling an estimated $59.1K and leaving 2,014 shares worth $206K. The position accounts for 0.68% of the portfolio, ranked #68.

Platinum Grove Asset Management first reported a position in IEF in Q2 2013 and has held it in 2 quarters since. The position peaked at $266K in Q2 2013. 184 funds tracked by Wall St. Rank hold IEF as of Q3 2013.

  • Platinum Grove Asset Management held 2,014 shares of iShares 7-10 Year Treasury Bond ETF worth $206K as of Q3 2013.
  • Platinum Grove Asset Management sold 585 iShares 7-10 Year Treasury Bond ETF shares in Q3 2013, an estimated $59.1K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.68% of Platinum Grove Asset Management's portfolio in Q3 2013, its #68 holding.
  • Platinum Grove Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Platinum Grove Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $266K in Q2 2013.
  • 184 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2013.

Based on Platinum Grove Asset Management's 13F filing for Q3 2013, filed 13 Nov 2013.