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Stevens First Principles Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stevens First Principles Investment Advisors’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
2017
Q3 		– Sell
-9
Closed -$1K – 179
2017
Q2 		$1K Buy
+9
New +$961 ﹤0.01% 177

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stevens First Principles Investment Advisors's IEF Position: Q3 2017 in Review

Stevens First Principles Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2017, closing a stake of 9 shares — an estimated $1K sold.

Stevens First Principles Investment Advisors first reported a position in IEF in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 363 funds tracked by Wall St. Rank hold IEF as of Q3 2017.

  • Stevens First Principles Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 9 iShares 7-10 Year Treasury Bond ETF shares in Q3 2017, an estimated $1K.
  • Stevens First Principles Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1K in Q2 2017.
  • 363 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2017.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.