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AHL Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

AHL Partners’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
Q4 		– Sell
-76,727
Closed -$6.12M – 1265
2017
Q3 		$6.12M Sell
76,727
-22,900
-23% -$1.83M 0.11% 333
2017
Q2 		$7.96M Buy
99,627
+58,816
+144% +$4.7M 0.17% 176
2017
Q1 		$3.25M Buy
+40,811
New +$3.25M 0.07% 485
2016
Q4 		– Sell
-69,907
Closed -$5.65M – 1050
2016
Q3 		$5.65M Buy
+69,907
New +$5.65M 0.21% 131

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
IA
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

AHL Partners's BSV Position: Q4 2017 in Review

AHL Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2017, closing a stake of 76,727 shares — an estimated $6.12M sold.

AHL Partners first reported a position in BSV in Q3 2016 and held it in 4 quarters. The position peaked at $7.96M in Q2 2017. 649 funds tracked by Wall St. Rank hold BSV as of Q4 2017.

  • AHL Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
  • AHL Partners sold 76,727 Vanguard Short-Term Bond ETF shares in Q4 2017, an estimated $6.12M.
  • AHL Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and held it in 4 quarters.
  • AHL Partners's Vanguard Short-Term Bond ETF position peaked at $7.96M in Q2 2017.
  • 649 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.