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Weatherstone Capital Management: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weatherstone Capital Management on IEF, newest first. How the timeline and the estimate are built.

Weatherstone Capital Management held 0 IEF shares at 2018-06-30 per its 13F-HR filed 2018-07-25.

the latest 13F is the newest step

  1. period ended2018-06-30
    13F 0 shares
    Change vs previous 13F -15,885 shares

    13F-HR 0001535578-18-000004 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2018-03-31
    13F 15,885 shares
    Change vs previous 13F +4,277 shares

    1.24% of the 13F portfolio, value $1,639,000.

    13F-HR 0001535578-18-000003 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2017-12-31
    13F 11,608 shares
    Change vs previous 13F -212,123 shares

    0.81% of the 13F portfolio, value $1,225,000.

    13F-HR 0001535578-18-000001 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-09-30
    13F 223,731 shares
    Change vs previous 13F +191,701 shares

    16.26% of the 13F portfolio, value $23,832,000.

    13F-HR 0001535578-17-000004 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-06-30
    13F 32,030 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $3,415,000.

    13F-HR 0001535578-17-000003 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).