Winslow Evans & Crocker’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2	Closed	-$146	–	1315
2016 Q3	$146	Hold	2	–	–	﹤0.01%	1279
2016 Q2	$148	Buy	2 +1	+100%	+$142	﹤0.01%	1269
2016 Q1	$142	Sell	1 -1	-50%	-$139	﹤0.01%	1269
2015 Q4	$136	Hold	2	–	–	﹤0.01%	1351
2015 Q3	$138	Hold	2	–	–	﹤0.01%	1278
2015 Q2	$134	Sell	2 -6	-75%	-$811	﹤0.01%	1288
2015 Q1	$1.11K	Sell	8 -250	-97%	-$34.5K	﹤0.01%	1207
2014 Q4	$34.9K	Buy	258 +256	+12,800%	+$34.2K	0.01%	612
2014 Q3	$132	Buy	2 +1	+100%	+$130	﹤0.01%	1365
2014 Q2	$129	Hold	1	–	–	﹤0.01%	1279
2014 Q1	$126	Hold	1	–	–	﹤0.01%	1268
2013 Q4	$0	Buy	+1	New	+$124	﹤0.01%	1400

Other funds holding TLH

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Winslow Evans & Crocker's TLH Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2016, closing a stake of 2 shares — an estimated $146 sold.

Winslow Evans & Crocker first reported a position in TLH in Q4 2013 and held it in 12 quarters. The position peaked at $34.9K in Q4 2014. 78 funds tracked by Wall St. Rank hold TLH as of Q4 2016.

Winslow Evans & Crocker reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 2 iShares 10-20 Year Treasury Bond ETF shares in Q4 2016, an estimated $146.
Winslow Evans & Crocker first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2013 and held it in 12 quarters.
Winslow Evans & Crocker's iShares 10-20 Year Treasury Bond ETF position peaked at $34.9K in Q4 2014.
78 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.