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

Accuvest Global Advisors’s Portfolio VCLT Stock Details VCLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-37,320
Closed -$3.1M – 82
2013
Q4 		$3.1M Sell
37,320
-6,740
-15% -$558K 0.7% 30
2013
Q3 		$3.61M Buy
44,060
+14,960
+51% +$1.23M 0.91% 22
2013
Q2 		$2.41M Buy
+29,100
New +$2.6M 0.53% 40

Other funds holding VCLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Accuvest Global Advisors's VCLT Position: Q1 2014 in Review

Accuvest Global Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2014, closing a stake of 37,320 shares — an estimated $3.1M sold.

Accuvest Global Advisors first reported a position in VCLT in Q2 2013 and held it in 3 quarters. The position peaked at $3.61M in Q3 2013. 47 funds tracked by Wall St. Rank hold VCLT as of Q1 2014.

  • Accuvest Global Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Accuvest Global Advisors sold 37,320 Vanguard Long-Term Corporate Bond ETF shares in Q1 2014, an estimated $3.1M.
  • Accuvest Global Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
  • Accuvest Global Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $3.61M in Q3 2013.
  • 47 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2014.

Based on Accuvest Global Advisors's 13F filing for Q1 2014, filed 9 Apr 2014.