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Sonora Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sonora Investment Management’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-81
Closed -$10K – 1205
2017
Q2 		$10K Buy
+81
New +$10K ﹤0.01% 724

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Sonora Investment Management's IEI Position: Q3 2017 in Review

Sonora Investment Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2017, closing a stake of 81 shares — an estimated $10K sold.

Sonora Investment Management first reported a position in IEI in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 275 funds tracked by Wall St. Rank hold IEI as of Q3 2017.

  • Sonora Investment Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Sonora Investment Management sold 81 iShares 3-7 Year Treasury Bond ETF shares in Q3 2017, an estimated $10K.
  • Sonora Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2017 and held it in 1 quarter.
  • Sonora Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $10K in Q2 2017.
  • 275 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2017.

Based on Sonora Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.