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Stuart Chaussee & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Stuart Chaussee & Associates’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
2017
Q3 		– Sell
-152,710
Closed -$19.1M – 104
2017
Q2 		$19.1M Buy
152,710
+76,859
+101% +$9.5M 14.22% 3
2017
Q1 		$9.16M Buy
+75,851
New +$9.1M 9.01% 4

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stuart Chaussee & Associates's TLT Position: Q3 2017 in Review

Stuart Chaussee & Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2017, closing a stake of 152,710 shares — an estimated $19.1M sold.

Stuart Chaussee & Associates first reported a position in TLT in Q1 2017 and held it in 2 quarters. The position peaked at $19.1M in Q2 2017. 333 funds tracked by Wall St. Rank hold TLT as of Q3 2017.

  • Stuart Chaussee & Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 152,710 iShares 20+ Year Treasury Bond ETF shares in Q3 2017, an estimated $19.1M.
  • Stuart Chaussee & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2017 and held it in 2 quarters.
  • Stuart Chaussee & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $19.1M in Q2 2017.
  • 333 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2017.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2017, filed 31 Oct 2017.