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Advisors Preferred’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Advisors Preferred’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-104
Closed -$12K – 231
2019
Q1 		$12K Buy
+104
New +$11.8K ﹤0.01% 186
2015
Q4 		– Sell
-21
Closed -$2K – 212
2015
Q3 		$2K Buy
+21
New +$2.44K ﹤0.01% 183
2014
Q4 		– Sell
-1,964
Closed -$215K – 288
2014
Q3 		$215K Buy
+1,964
New +$212K 0.14% 73

Other funds holding EDV

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Advisors Preferred's EDV Position: Q2 2019 in Review

Advisors Preferred sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2019, closing a stake of 104 shares — an estimated $12K sold.

Advisors Preferred first reported a position in EDV in Q3 2014 and held it in 3 quarters. The position peaked at $215K in Q3 2014. 77 funds tracked by Wall St. Rank hold EDV as of Q2 2019.

  • Advisors Preferred reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2019 after selling out during the quarter.
  • Advisors Preferred sold 104 Vanguard World Funds Extended Duration ETF shares in Q2 2019, an estimated $12K.
  • Advisors Preferred first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2014 and held it in 3 quarters.
  • Advisors Preferred's Vanguard World Funds Extended Duration ETF position peaked at $215K in Q3 2014.
  • 77 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2019.

Based on Advisors Preferred's 13F filing for Q2 2019, filed 6 Aug 2019.