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West Coast Financial’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

West Coast Financial’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-9,502
Closed -$1.04M – 89
2015
Q4 		$1.04M Sell
9,502
-5,524
-37% -$610K 0.44% 59
2015
Q3 		$1.67M Buy
15,026
+531
+4% +$58.7K 0.75% 47
2015
Q2 		$1.6M Buy
14,495
+5,291
+57% +$588K 0.7% 49
2015
Q1 		$1.03M Buy
+9,204
New +$1.03M 0.48% 53

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

West Coast Financial's GVI Position: Q1 2016 in Review

West Coast Financial sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2016, closing a stake of 9,502 shares — an estimated $1.04M sold.

West Coast Financial first reported a position in GVI in Q1 2015 and held it in 4 quarters. The position peaked at $1.67M in Q3 2015. 128 funds tracked by Wall St. Rank hold GVI as of Q1 2016.

  • West Coast Financial reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2016 after selling out during the quarter.
  • West Coast Financial sold 9,502 iShares Intermediate Government/Credit Bond ETF shares in Q1 2016, an estimated $1.04M.
  • West Coast Financial first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2015 and held it in 4 quarters.
  • West Coast Financial's iShares Intermediate Government/Credit Bond ETF position peaked at $1.67M in Q3 2015.
  • 128 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2016.

Based on West Coast Financial's 13F filing for Q1 2016, filed 2 May 2016.