TC
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Taylor Cottrill’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Taylor Cottrill’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
Q1 		– Sell
-2,800
Closed -$353K – 105
2014
Q4 		$353K Buy
+2,800
New +$339K 0.17% 88

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Taylor Cottrill's TLT Position: Q1 2015 in Review

Taylor Cottrill sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2015, closing a stake of 2,800 shares — an estimated $353K sold.

Taylor Cottrill first reported a position in TLT in Q4 2014 and held it in 1 quarter. The position peaked at $353K in Q4 2014. 266 funds tracked by Wall St. Rank hold TLT as of Q1 2015.

  • Taylor Cottrill reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Taylor Cottrill sold 2,800 iShares 20+ Year Treasury Bond ETF shares in Q1 2015, an estimated $353K.
  • Taylor Cottrill first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and held it in 1 quarter.
  • Taylor Cottrill's iShares 20+ Year Treasury Bond ETF position peaked at $353K in Q4 2014.
  • 266 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2015.

Based on Taylor Cottrill's 13F filing for Q1 2015, filed 11 May 2015.