Sumitomo Mitsui Trust Group
GOVT icon

Sumitomo Mitsui Trust Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-478,574
Closed -$12M – 881
2015
Q4 		$12M Sell
478,574
-29,050
-6% -$733K 0.02% 609
2015
Q3 		$12.9M Sell
507,624
-12,566
-2% -$317K 0.03% 601
2015
Q2 		$13M Buy
520,190
+69,490
+15% +$1.75M 0.02% 628
2015
Q1 		$11.5M Sell
450,700
-107,700
-19% -$2.74M 0.02% 619
2014
Q4 		$14.1M Buy
558,400
+74,600
+15% +$1.87M 0.03% 589
2014
Q3 		$12M Buy
+483,800
New +$12M 0.02% 604

Other funds holding GOVT

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Sumitomo Mitsui Trust Group's GOVT Position: Q1 2016 in Review

Sumitomo Mitsui Trust Group sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2016, closing a stake of 478,574 shares — an estimated $12M sold.

Sumitomo Mitsui Trust Group first reported a position in GOVT in Q3 2014 and held it in 6 quarters. The position peaked at $14.1M in Q4 2014. 73 funds tracked by Wall St. Rank hold GOVT as of Q1 2016.

  • Sumitomo Mitsui Trust Group reported no remaining iShares US Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 478,574 iShares US Treasury Bond ETF shares in Q1 2016, an estimated $12M.
  • Sumitomo Mitsui Trust Group first reported a position in iShares US Treasury Bond ETF in Q3 2014 and held it in 6 quarters.
  • Sumitomo Mitsui Trust Group's iShares US Treasury Bond ETF position peaked at $14.1M in Q4 2014.
  • 73 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2016.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2016, filed 6 May 2016.