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Atherton Lane Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Atherton Lane Advisers’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
2015
Q4 		$350K Sell
4,396
-801
-15% -$64.1K 0.02% 163
2015
Q3 		$418K Buy
5,197
+741
+17% +$59.4K 0.03% 150
2015
Q2 		$357K Buy
4,456
+485
+12% +$38.9K 0.02% 165
2015
Q1 		$320K Buy
+3,971
New +$319K 0.02% 204
2014
Q3 		– Sell
-3,985
Closed -$320K – 265
2014
Q2 		$320K Buy
+3,985
New +$320K 0.02% 215

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Atherton Lane Advisers's BSV Position: Q4 2015 in Review

Atherton Lane Advisers reduced its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q4 2015, selling an estimated $64.1K and leaving 4,396 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #163.

Atherton Lane Advisers first reported a position in BSV in Q2 2014 and has held it in 5 quarters since. The position peaked at $418K in Q3 2015. 471 funds tracked by Wall St. Rank hold BSV as of Q4 2015.

  • Atherton Lane Advisers held 4,396 shares of Vanguard Short-Term Bond ETF worth $350K as of Q4 2015.
  • Atherton Lane Advisers sold 801 Vanguard Short-Term Bond ETF shares in Q4 2015, an estimated $64.1K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Atherton Lane Advisers's portfolio in Q4 2015, its #163 holding.
  • Atherton Lane Advisers first reported a position in Vanguard Short-Term Bond ETF in Q2 2014 and has held it in 5 quarters since.
  • Atherton Lane Advisers's Vanguard Short-Term Bond ETF position peaked at $418K in Q3 2015.
  • 471 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.