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Accuvest Global Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Accuvest Global Advisors’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
2013
Q4 		– Sell
-13,920
Closed -$1.16M – 72
2013
Q3 		$1.16M Buy
+13,920
New +$1.15M 0.29% 39

Other funds holding BLV

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Accuvest Global Advisors's BLV Position: Q4 2013 in Review

Accuvest Global Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2013, closing a stake of 13,920 shares — an estimated $1.16M sold.

Accuvest Global Advisors first reported a position in BLV in Q3 2013 and held it in 1 quarter. The position peaked at $1.16M in Q3 2013. 63 funds tracked by Wall St. Rank hold BLV as of Q4 2013.

  • Accuvest Global Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Accuvest Global Advisors sold 13,920 Vanguard Long-Term Bond ETF shares in Q4 2013, an estimated $1.16M.
  • Accuvest Global Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2013 and held it in 1 quarter.
  • Accuvest Global Advisors's Vanguard Long-Term Bond ETF position peaked at $1.16M in Q3 2013.
  • 63 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2013.

Based on Accuvest Global Advisors's 13F filing for Q4 2013, filed 16 Jan 2014.