Advisors Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Advisors Asset Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-7,318	Closed	-$584K	–	1521
2017 Q2	$584K	Sell	7,318 -127	-2%	-$10.1K	0.01%	1056
2017 Q1	$594K	Sell	7,445 -113	-1%	-$8.99K	0.01%	1042
2016 Q4	$600K	Sell	7,558 -326	-4%	-$26.1K	0.01%	1051
2016 Q3	$637K	Sell	7,884 -90	-1%	-$7.28K	0.01%	1015
2016 Q2	$646K	Sell	7,974 -440	-5%	-$35.5K	0.01%	1018
2016 Q1	$678K	Buy	8,414 +684	+9%	+$54.8K	0.01%	987
2015 Q4	$615K	Buy	7,730 +4,997	+183%	+$400K	0.01%	1062
2015 Q3	$220K	Buy	+2,733	New	+$219K	﹤0.01%	1345

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Advisors Asset Management's BSV Position: Q3 2017 in Review

Advisors Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2017, closing a stake of 7,318 shares — an estimated $584K sold.

Advisors Asset Management first reported a position in BSV in Q3 2015 and held it in 8 quarters. The position peaked at $678K in Q1 2016. 574 funds tracked by Wall St. Rank hold BSV as of Q3 2017.

Advisors Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2017 after selling out during the quarter.
Advisors Asset Management sold 7,318 Vanguard Short-Term Bond ETF shares in Q3 2017, an estimated $584K.
Advisors Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2015 and held it in 8 quarters.
Advisors Asset Management's Vanguard Short-Term Bond ETF position peaked at $678K in Q1 2016.
574 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2017.

Based on Advisors Asset Management's 13F filing for Q3 2017, filed 7 Nov 2017.