AIM
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Avity Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Avity Investment Management’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
Q1 		– Sell
-8,425
Closed -$670K – 65
2015
Q4 		$670K Buy
+8,425
New +$674K 0.11% 47

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avity Investment Management's BSV Position: Q1 2016 in Review

Avity Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2016, closing a stake of 8,425 shares — an estimated $670K sold.

Avity Investment Management first reported a position in BSV in Q4 2015 and held it in 1 quarter. The position peaked at $670K in Q4 2015. 491 funds tracked by Wall St. Rank hold BSV as of Q1 2016.

  • Avity Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Avity Investment Management sold 8,425 Vanguard Short-Term Bond ETF shares in Q1 2016, an estimated $670K.
  • Avity Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and held it in 1 quarter.
  • Avity Investment Management's Vanguard Short-Term Bond ETF position peaked at $670K in Q4 2015.
  • 491 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2016.

Based on Avity Investment Management's 13F filing for Q1 2016, filed 18 Apr 2016.