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Williams Jones & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Williams Jones & Associates’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-8,475
Closed -$716K – 374
2013
Q3 		$716K Hold
8,475
– – 0.04% 169
2013
Q2 		$714K Buy
+8,475
New +$715K 0.04% 192

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Williams Jones & Associates's SHY Position: Q4 2013 in Review

Williams Jones & Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2013, closing a stake of 8,475 shares — an estimated $716K sold.

Williams Jones & Associates first reported a position in SHY in Q2 2013 and held it in 2 quarters. The position peaked at $716K in Q3 2013. 342 funds tracked by Wall St. Rank hold SHY as of Q4 2013.

  • Williams Jones & Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Williams Jones & Associates sold 8,475 iShares 1-3 Year Treasury Bond ETF shares in Q4 2013, an estimated $716K.
  • Williams Jones & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
  • Williams Jones & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $716K in Q3 2013.
  • 342 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2013.

Based on Williams Jones & Associates's 13F filing for Q4 2013, filed 14 Feb 2014.