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Portfolio Strategies (Washington)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$1.8M Sell
19,691
-94,554
-83% -$8.65M 3.59% 10
2017
Q3 		$10.5M Buy
114,245
+83,631
+273% +$7.65M 17.28% 1
2017
Q2 		$2.8M Sell
30,614
-85,050
-74% -$7.78M 3.97% 9
2017
Q1 		$10.6M Buy
115,664
+91,599
+381% +$8.37M 13.31% 2
2016
Q4 		$2.2M Buy
+24,065
New +$2.2M 2.53% 13
2014
Q4 		$14.6M Buy
+159,278
New +$14.6M 17.86% 1

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Portfolio Strategies (Washington)'s BIL Position: Q4 2017 in Review

Portfolio Strategies (Washington) reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 83% in Q4 2017, selling an estimated $8.65M and leaving 19,691 shares worth $1.8M. The position accounts for 3.59% of the portfolio, ranked #10.

Portfolio Strategies (Washington) first reported a position in BIL in Q4 2014 and has held it in 6 quarters since. The position peaked at $14.6M in Q4 2014. 104 funds tracked by Wall St. Rank hold BIL as of Q4 2017.

  • Portfolio Strategies (Washington) held 19,691 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.8M as of Q4 2017.
  • Portfolio Strategies (Washington) sold 94,554 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2017, an estimated $8.65M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.59% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #10 holding.
  • Portfolio Strategies (Washington) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2014 and has held it in 6 quarters since.
  • Portfolio Strategies (Washington)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $14.6M in Q4 2014.
  • 104 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.