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

Wealthfront’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
2014
Q4 		– Sell
-153
Closed -$14K – 700
2014
Q3 		$14K Buy
+153
New +$14K ﹤0.01% 518

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront's BIL Position: Q4 2014 in Review

Wealthfront sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2014, closing a stake of 153 shares — an estimated $14K sold.

Wealthfront first reported a position in BIL in Q3 2014 and held it in 1 quarter. The position peaked at $14K in Q3 2014. 70 funds tracked by Wall St. Rank hold BIL as of Q4 2014.

  • Wealthfront reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2014 after selling out during the quarter.
  • Wealthfront sold 153 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2014, an estimated $14K.
  • Wealthfront first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2014 and held it in 1 quarter.
  • Wealthfront's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $14K in Q3 2014.
  • 70 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.