TCW Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TCW Group’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-176,000	Closed	-$19.4M	–	400
2017 Q3	$19.4M	Buy	+176,000	New	+$19.4M	0.15%	112

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TCW Group's SHV Position: Q4 2017 in Review

TCW Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2017, closing a stake of 176,000 shares — an estimated $19.4M sold.

TCW Group first reported a position in SHV in Q3 2017 and held it in 1 quarter. The position peaked at $19.4M in Q3 2017. 152 funds tracked by Wall St. Rank hold SHV as of Q4 2017.

TCW Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
TCW Group sold 176,000 iShares 0-1 Year Treasury Bond ETF shares in Q4 2017, an estimated $19.4M.
TCW Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2017 and held it in 1 quarter.
TCW Group's iShares 0-1 Year Treasury Bond ETF position peaked at $19.4M in Q3 2017.
152 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2017.

Based on TCW Group's 13F filing for Q4 2017, filed 9 Feb 2018.