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Princeton Alpha Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Princeton Alpha 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
2014
Q2 		– Sell
-1,963
Closed -$200K – 763
2014
Q1 		$200K Buy
+1,963
New +$199K 0.06% 529

Other funds holding IEF

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Princeton Alpha Management's IEF Position: Q2 2014 in Review

Princeton Alpha Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2014, closing a stake of 1,963 shares — an estimated $200K sold.

Princeton Alpha Management first reported a position in IEF in Q1 2014 and held it in 1 quarter. The position peaked at $200K in Q1 2014. 201 funds tracked by Wall St. Rank hold IEF as of Q2 2014.

  • Princeton Alpha Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Princeton Alpha Management sold 1,963 iShares 7-10 Year Treasury Bond ETF shares in Q2 2014, an estimated $200K.
  • Princeton Alpha Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and held it in 1 quarter.
  • Princeton Alpha Management's iShares 7-10 Year Treasury Bond ETF position peaked at $200K in Q1 2014.
  • 201 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2014.

Based on Princeton Alpha Management's 13F filing for Q2 2014, filed 17 Jul 2014.