Shikiar Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Shikiar Asset Management’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
2017 Q4	–	Sell	-2,375	Closed	-$217K	–	89
2017 Q3	$217K	Hold	2,375	–	–	0.09%	96
2017 Q2	$217K	Buy	+2,375	New	+$217K	0.09%	100

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Shikiar Asset Management's BIL Position: Q4 2017 in Review

Shikiar Asset Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2017, closing a stake of 2,375 shares — an estimated $217K sold.

Shikiar Asset Management first reported a position in BIL in Q2 2017 and held it in 2 quarters. The position peaked at $217K in Q3 2017. 104 funds tracked by Wall St. Rank hold BIL as of Q4 2017.

Shikiar Asset Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2017 after selling out during the quarter.
Shikiar Asset Management sold 2,375 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2017, an estimated $217K.
Shikiar Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2017 and held it in 2 quarters.
Shikiar Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $217K in Q3 2017.
104 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2017.

Based on Shikiar Asset Management's 13F filing for Q4 2017, filed 26 Jan 2018.