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

USCA RIA’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
2015
Q3 		– Sell
-2,311
Closed -$211K – 369
2015
Q2 		$211K Sell
2,311
-1,600
-41% -$146K 0.06% 312
2015
Q1 		$358K Sell
3,911
-1,607
-29% -$147K 0.1% 225
2014
Q4 		$505K Sell
5,518
-631
-10% -$57.7K 0.14% 167
2014
Q3 		$563K Sell
6,149
-1,114
-15% -$102K 0.17% 149
2014
Q2 		$665K Buy
+7,263
New +$665K 0.22% 125

Other funds holding BIL

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return