1919 Investment Counsel’s Vanguard Long-Term Bond ETF BLV Stock Holding History

1919 Investment Counsel’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$17K	Hold	180	–	–	﹤0.01%	822
2014 Q2	$17K	Hold	180	–	–	﹤0.01%	829
2014 Q1	$16K	Hold	180	–	–	﹤0.01%	825
2013 Q4	$15K	Hold	180	–	–	﹤0.01%	827
2013 Q3	$15K	Hold	180	–	–	﹤0.01%	830
2013 Q2	$16K	Buy	+180	New	+$16.4K	﹤0.01%	805

Other funds holding BLV

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

1919 Investment Counsel's BLV Position: Q3 2014 in Review

1919 Investment Counsel held its Vanguard Long-Term Bond ETF (BLV) position steady in Q3 2014 at 180 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

1919 Investment Counsel first reported a position in BLV in Q2 2013 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold BLV as of Q3 2014.

1919 Investment Counsel held 180 shares of Vanguard Long-Term Bond ETF worth $17K as of Q3 2014.
1919 Investment Counsel left its Vanguard Long-Term Bond ETF share count unchanged in Q3 2014.
Vanguard Long-Term Bond ETF made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #822 holding.
1919 Investment Counsel first reported a position in Vanguard Long-Term Bond ETF in Q2 2013 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.