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Relative Value Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Relative Value Partners’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
Q4 		– Sell
-28,860
Closed -$2.95M – 102
2013
Q3 		$2.95M Sell
28,860
-55,545
-66% -$5.62M 0.46% 37
2013
Q2 		$8.65M Buy
+84,405
New +$8.99M 1.37% 21

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
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
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Relative Value Partners's IEF Position: Q4 2013 in Review

Relative Value Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2013, closing a stake of 28,860 shares — an estimated $2.95M sold.

Relative Value Partners first reported a position in IEF in Q2 2013 and held it in 2 quarters. The position peaked at $8.65M in Q2 2013. 180 funds tracked by Wall St. Rank hold IEF as of Q4 2013.

  • Relative Value Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Relative Value Partners sold 28,860 iShares 7-10 Year Treasury Bond ETF shares in Q4 2013, an estimated $2.95M.
  • Relative Value Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
  • Relative Value Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $8.65M in Q2 2013.
  • 180 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2013.

Based on Relative Value Partners's 13F filing for Q4 2013, filed 12 Feb 2014.