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Strategic Capital Alternatives’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Strategic Capital Alternatives’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$0 Sell
1
-114
-99% -$13.8K ﹤0.01% 460
2015
Q2 		$14K Buy
+115
New +$14.1K ﹤0.01% 417
2014
Q4 		– Sell
-117
Closed -$14K – 305
2014
Q3 		$14K Buy
+117
New +$13.5K ﹤0.01% 358

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Capital Alternatives's TLT Position: Q3 2015 in Review

Strategic Capital Alternatives reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 99% in Q3 2015, selling an estimated $13.8K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Strategic Capital Alternatives first reported a position in TLT in Q3 2014 and has held it in 3 quarters since. The position peaked at $14K in Q2 2015. 266 funds tracked by Wall St. Rank hold TLT as of Q3 2015.

  • Strategic Capital Alternatives held 1 share of iShares 20+ Year Treasury Bond ETF worth $0 as of Q3 2015.
  • Strategic Capital Alternatives sold 114 iShares 20+ Year Treasury Bond ETF shares in Q3 2015, an estimated $13.8K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #460 holding.
  • Strategic Capital Alternatives first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2014 and has held it in 3 quarters since.
  • Strategic Capital Alternatives's iShares 20+ Year Treasury Bond ETF position peaked at $14K in Q2 2015.
  • 266 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.