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Reilly Financial Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Reilly Financial Advisors’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
2020
Q4 		– Sell
-898
Closed -$82K – 886
2020
Q3 		$82K Buy
+898
New +$82.2K 0.01% 247
2019
Q3 		– Sell
-1,063
Closed -$97K – 898
2019
Q2 		$97K Buy
+1,063
New +$97.3K 0.01% 255

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Reilly Financial Advisors's BIL Position: Q4 2020 in Review

Reilly Financial Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2020, closing a stake of 898 shares — an estimated $82K sold.

Reilly Financial Advisors first reported a position in BIL in Q2 2019 and held it in 2 quarters. The position peaked at $97K in Q2 2019. 397 funds tracked by Wall St. Rank hold BIL as of Q4 2020.

  • Reilly Financial Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 898 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2020, an estimated $82K.
  • Reilly Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and held it in 2 quarters.
  • Reilly Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $97K in Q2 2019.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2020.

Based on Reilly Financial Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.