Whitegate Investment Counselors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Whitegate Investment Counselors’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-6,663	Closed	-$703K	–	197
2017 Q4	$703K	Sell	6,663 -59	-0.9%	-$6.26K	0.15%	114
2017 Q3	$716K	Buy	6,722 +27	+0.4%	+$2.89K	0.16%	110
2017 Q2	$714K	Sell	6,695 -675	-9%	-$72.1K	0.16%	109
2017 Q1	$778K	Sell	7,370 -83	-1%	-$8.72K	0.19%	102
2016 Q4	$781K	Buy	7,453 +33	+0.4%	+$3.54K	0.21%	92
2016 Q3	$830K	Buy	7,420 +524	+8%	+$58.7K	0.23%	91
2016 Q2	$779K	Buy	+6,896	New	+$763K	0.22%	95
2014 Q1	$662K	Buy	+5,998	New	+$609K	0.18%	99

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Whitegate Investment Counselors's IEF Position: Q1 2018 in Review

Whitegate Investment Counselors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2018, closing a stake of 6,663 shares — an estimated $703K sold.

Whitegate Investment Counselors first reported a position in IEF in Q1 2014 and held it in 8 quarters. The position peaked at $830K in Q3 2016. 396 funds tracked by Wall St. Rank hold IEF as of Q1 2018.

Whitegate Investment Counselors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
Whitegate Investment Counselors sold 6,663 iShares 7-10 Year Treasury Bond ETF shares in Q1 2018, an estimated $703K.
Whitegate Investment Counselors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and held it in 8 quarters.
Whitegate Investment Counselors's iShares 7-10 Year Treasury Bond ETF position peaked at $830K in Q3 2016.
396 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2018.

Based on Whitegate Investment Counselors's 13F filing for Q1 2018, filed 23 Apr 2018.