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Ancora Family Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ancora Family Wealth Advisors’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
2016
Q3 		$342K Buy
4,227
+1,487
+54% +$120K 0.12% 151
2016
Q2 		$222K Buy
+2,740
New +$221K 0.08% 173

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Ancora Family Wealth Advisors's BSV Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 54% in Q3 2016, buying an estimated $120K and bringing the position to 4,227 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #151.

Ancora Family Wealth Advisors first reported a position in BSV in Q2 2016 and has held it in 2 quarters since. 508 funds tracked by Wall St. Rank hold BSV as of Q3 2016.

  • Ancora Family Wealth Advisors held 4,227 shares of Vanguard Short-Term Bond ETF worth $342K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 1,487 Vanguard Short-Term Bond ETF shares in Q3 2016, an estimated $120K.
  • Vanguard Short-Term Bond ETF made up 0.12% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #151 holding.
  • Ancora Family Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2016 and has held it in 2 quarters since.
  • 508 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.