Vickerman & Driscoll Financial Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Vickerman & Driscoll Financial 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
2020 Q1	$4.07M	Sell	44,383 -82,455	-65%	-$7.55M	2.5%	16
2019 Q4	$11.6M	Buy	126,838 +47,231	+59%	+$4.32M	5.86%	4
2019 Q3	$7.29M	Sell	79,607 -683	-0.9%	-$62.5K	4%	7
2019 Q2	$7.36M	Sell	80,290 -336	-0.4%	-$30.8K	4.08%	7
2019 Q1	$7.38M	Buy	+80,626	New	+$7.38M	4.17%	7

Other funds holding BIL

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's BIL Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 65% in Q1 2020, selling an estimated $7.55M and leaving 44,383 shares worth $4.07M. The position accounts for 2.5% of the portfolio, ranked #16.

Vickerman & Driscoll Financial Advisors first reported a position in BIL in Q1 2019 and has held it in 5 quarters since. The position peaked at $11.6M in Q4 2019. 433 funds tracked by Wall St. Rank hold BIL as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 44,383 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.07M as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 82,455 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2020, an estimated $7.55M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.5% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #16 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and has held it in 5 quarters since.
Vickerman & Driscoll Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $11.6M in Q4 2019.
433 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.