Winslow Evans & Crocker’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Winslow Evans & Crocker’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-6,140	Closed	-$677K	–	1325
2015 Q2	$677K	Sell	6,140 -48,588	-89%	-$5.36M	0.19%	124
2015 Q1	$6.03M	Buy	54,728 +30,600	+127%	+$3.37M	1.71%	7
2014 Q4	$2.66M	Buy	24,128 +22,050	+1,061%	+$2.43M	0.76%	31
2014 Q3	$229K	Buy	2,078 +20	+1%	+$2.21K	0.07%	287
2014 Q2	$227K	Sell	2,058 -3,076	-60%	-$339K	0.08%	244
2014 Q1	$566K	Buy	5,134 +3,008	+141%	+$332K	0.2%	127
2013 Q4	$234K	Buy	+2,126	New	+$234K	0.08%	260

Other funds holding SHV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Winslow Evans & Crocker's SHV Position: Q3 2015 in Review

Winslow Evans & Crocker sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2015, closing a stake of 6,140 shares — an estimated $677K sold.

Winslow Evans & Crocker first reported a position in SHV in Q4 2013 and held it in 7 quarters. The position peaked at $6.03M in Q1 2015. 117 funds tracked by Wall St. Rank hold SHV as of Q3 2015.

Winslow Evans & Crocker reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
Winslow Evans & Crocker sold 6,140 iShares 0-1 Year Treasury Bond ETF shares in Q3 2015, an estimated $677K.
Winslow Evans & Crocker first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2013 and held it in 7 quarters.
Winslow Evans & Crocker's iShares 0-1 Year Treasury Bond ETF position peaked at $6.03M in Q1 2015.
117 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2015.

Based on Winslow Evans & Crocker's 13F filing for Q3 2015, filed 21 Oct 2015.