Stratford Consulting’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Stratford Consulting’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
2020 Q1	–	Sell	-1,960	Closed	-$179K	–	88
2019 Q4	$179K	Buy	+1,960	New	+$179K	0.06%	57
2019 Q2	–	Sell	-3,106	Closed	-$285K	–	57
2019 Q1	$285K	Sell	3,106 -13,669	-81%	-$1.25M	0.1%	44
2018 Q4	$1.53M	Buy	+16,775	New	+$1.54M	0.62%	22

Other funds holding BIL

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Stratford Consulting's BIL Position: Q1 2020 in Review

Stratford Consulting sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2020, closing a stake of 1,960 shares — an estimated $179K sold.

Stratford Consulting first reported a position in BIL in Q4 2018 and held it in 3 quarters. The position peaked at $1.53M in Q4 2018. 433 funds tracked by Wall St. Rank hold BIL as of Q1 2020.

Stratford Consulting reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2020 after selling out during the quarter.
Stratford Consulting sold 1,960 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2020, an estimated $179K.
Stratford Consulting first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 3 quarters.
Stratford Consulting's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.53M in Q4 2018.
433 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.