BRF
BLV icon

B. Riley Financial’s Vanguard Long-Term Bond ETF BLV Stock Holding History

B. Riley Financial’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
Q3 		– Sell
-3,664
Closed -$327K – 198
2018
Q2 		$327K Buy
3,664
+109
+3% +$9.65K 0.09% 220
2018
Q1 		$323K Buy
3,555
+147
+4% +$13.4K 0.09% 211
2017
Q4 		$324K Buy
3,408
+95
+3% +$8.94K 0.08% 217
2017
Q3 		$311K Buy
+3,313
New +$310K 0.08% 215

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

B. Riley Financial's BLV Position: Q3 2018 in Review

B. Riley Financial sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2018, closing a stake of 3,664 shares — an estimated $327K sold.

B. Riley Financial first reported a position in BLV in Q3 2017 and held it in 4 quarters. The position peaked at $327K in Q2 2018. 148 funds tracked by Wall St. Rank hold BLV as of Q3 2018.

  • B. Riley Financial reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 3,664 Vanguard Long-Term Bond ETF shares in Q3 2018, an estimated $327K.
  • B. Riley Financial first reported a position in Vanguard Long-Term Bond ETF in Q3 2017 and held it in 4 quarters.
  • B. Riley Financial's Vanguard Long-Term Bond ETF position peaked at $327K in Q2 2018.
  • 148 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.