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Rotella Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rotella Capital 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
Q4 		– Sell
-11,700
Closed -$1.21M – 396
2014
Q3 		$1.21M Hold
11,700
– – 1.27% 18
2014
Q2 		$1.21M Buy
+11,700
New +$1.2M 1.03% 21

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Rotella Capital Management's IEF Position: Q4 2014 in Review

Rotella Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2014, closing a stake of 11,700 shares — an estimated $1.21M sold.

Rotella Capital Management first reported a position in IEF in Q2 2014 and held it in 2 quarters. The position peaked at $1.21M in Q3 2014. 262 funds tracked by Wall St. Rank hold IEF as of Q4 2014.

  • Rotella Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Rotella Capital Management sold 11,700 iShares 7-10 Year Treasury Bond ETF shares in Q4 2014, an estimated $1.21M.
  • Rotella Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2014 and held it in 2 quarters.
  • Rotella Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.21M in Q3 2014.
  • 262 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2014.

Based on Rotella Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.