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Winslow Evans & Crocker’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Winslow Evans & Crocker’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-127
Closed -$15.7K – 1178
2017
Q2 		$15.7K Sell
127
-1
-0.8% -$124 ﹤0.01% 804
2017
Q1 		$15.6K Buy
+128
New +$15.7K ﹤0.01% 790

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Winslow Evans & Crocker's IEI Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2017, closing a stake of 127 shares — an estimated $15.7K sold.

Winslow Evans & Crocker first reported a position in IEI in Q1 2017 and held it in 2 quarters. The position peaked at $15.7K in Q2 2017. 275 funds tracked by Wall St. Rank hold IEI as of Q3 2017.

  • Winslow Evans & Crocker reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 127 iShares 3-7 Year Treasury Bond ETF shares in Q3 2017, an estimated $15.7K.
  • Winslow Evans & Crocker first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and held it in 2 quarters.
  • Winslow Evans & Crocker's iShares 3-7 Year Treasury Bond ETF position peaked at $15.7K in Q2 2017.
  • 275 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.