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Avestar Capital’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Avestar Capital’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,760
Closed -$250K – 881
2018
Q1 		$250K Buy
+2,760
New +$252K 0.16% 78

Other funds holding BLV

Envestnet Asset Management
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Avestar Capital's BLV Position: Q2 2018 in Review

Avestar Capital sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2018, closing a stake of 2,760 shares — an estimated $250K sold.

Avestar Capital first reported a position in BLV in Q1 2018 and held it in 1 quarter. The position peaked at $250K in Q1 2018. 143 funds tracked by Wall St. Rank hold BLV as of Q2 2018.

  • Avestar Capital reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Avestar Capital sold 2,760 Vanguard Long-Term Bond ETF shares in Q2 2018, an estimated $250K.
  • Avestar Capital first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and held it in 1 quarter.
  • Avestar Capital's Vanguard Long-Term Bond ETF position peaked at $250K in Q1 2018.
  • 143 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2018.

Based on Avestar Capital's 13F filing for Q2 2018, filed 10 Aug 2018.