Tiedemann Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Tiedemann Advisors’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,408	Closed	-$220K	–	305
2019 Q1	$220K	Sell	2,408 -6,102	-72%	-$559K	0.01%	410
2018 Q4	$778K	Sell	8,510 -161,801	-95%	-$14.8M	0.04%	236
2018 Q3	$15.6M	Sell	170,311 -2,320	-1%	-$212K	0.92%	27
2018 Q2	$15.8M	Buy	+172,631	New	+$15.8M	1.01%	24

Other funds holding BIL

KPAG

KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $630M AUM 12.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tiedemann Advisors's BIL Position: Q2 2019 in Review

Tiedemann Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2019, closing a stake of 2,408 shares — an estimated $220K sold.

Tiedemann Advisors first reported a position in BIL in Q2 2018 and held it in 4 quarters. The position peaked at $15.8M in Q2 2018. 299 funds tracked by Wall St. Rank hold BIL as of Q2 2019.

Tiedemann Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2019 after selling out during the quarter.
Tiedemann Advisors sold 2,408 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2019, an estimated $220K.
Tiedemann Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2018 and held it in 4 quarters.
Tiedemann Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $15.8M in Q2 2018.
299 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2019.

Based on Tiedemann Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.