RPg Family Wealth Advisory’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

RPg Family Wealth Advisory’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
2019 Q4	–	Sell	-117	Closed	-$10.7K	–	271
2019 Q3	$10.7K	Hold	117	–	–	0.01%	284
2019 Q2	$10.7K	Buy	+117	New	+$10.7K	0.01%	274

Other funds holding BIL

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

RPg Family Wealth Advisory's BIL Position: Q4 2019 in Review

RPg Family Wealth Advisory sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2019, closing a stake of 117 shares — an estimated $10.7K sold.

RPg Family Wealth Advisory first reported a position in BIL in Q2 2019 and held it in 2 quarters. The position peaked at $10.7K in Q2 2019. 370 funds tracked by Wall St. Rank hold BIL as of Q4 2019.

RPg Family Wealth Advisory reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2019 after selling out during the quarter.
RPg Family Wealth Advisory sold 117 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2019, an estimated $10.7K.
RPg Family Wealth Advisory first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and held it in 2 quarters.
RPg Family Wealth Advisory's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.7K in Q2 2019.
370 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.