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Summit Securities Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Summit Securities Group’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-22,669
Closed -$2.49M – 473
2013
Q2 		$2.49M Buy
+22,669
New +$2.53M 1.19% 18

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ANBTV
American National Bank & Trust (Virginia) Danville, Virginia $423M AUM
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Summit Securities Group's GVI Position: Q3 2013 in Review

Summit Securities Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2013, closing a stake of 22,669 shares — an estimated $2.49M sold.

Summit Securities Group first reported a position in GVI in Q2 2013 and held it in 1 quarter. The position peaked at $2.49M in Q2 2013. 94 funds tracked by Wall St. Rank hold GVI as of Q3 2013.

  • Summit Securities Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Summit Securities Group sold 22,669 iShares Intermediate Government/Credit Bond ETF shares in Q3 2013, an estimated $2.49M.
  • Summit Securities Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and held it in 1 quarter.
  • Summit Securities Group's iShares Intermediate Government/Credit Bond ETF position peaked at $2.49M in Q2 2013.
  • 94 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2013.

Based on Summit Securities Group's 13F filing for Q3 2013, filed 1 Nov 2013.