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Vantage Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Vantage Investment Advisors’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
2016
Q4 		– Sell
-40
Closed -$6K – 848
2016
Q3 		$6K Hold
40
– – ﹤0.01% 586
2016
Q2 		$6K Hold
40
– – ﹤0.01% 602
2016
Q1 		$5K Sell
40
-19
-32% -$2.43K ﹤0.01% 629
2015
Q4 		$7K Buy
59
+19
+48% +$2.31K ﹤0.01% 572
2015
Q3 		$5K Hold
40
– – ﹤0.01% 634
2015
Q2 		$5K Sell
40
-160
-80% -$19.6K ﹤0.01% 611
2015
Q1 		$26K Buy
+200
New +$26.1K 0.01% 445

Other funds holding TLT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $357M AUM 13.97% 1-Year Est. Return

Vantage Investment Advisors's TLT Position: Q4 2016 in Review

Vantage Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2016, closing a stake of 40 shares — an estimated $6K sold.

Vantage Investment Advisors first reported a position in TLT in Q1 2015 and held it in 7 quarters. The position peaked at $26K in Q1 2015. 315 funds tracked by Wall St. Rank hold TLT as of Q4 2016.

  • Vantage Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Vantage Investment Advisors sold 40 iShares 20+ Year Treasury Bond ETF shares in Q4 2016, an estimated $6K.
  • Vantage Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2015 and held it in 7 quarters.
  • Vantage Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $26K in Q1 2015.
  • 315 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2016.

Based on Vantage Investment Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.