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Baltimore-Washington Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-65
Closed -$5K – 260
2014
Q3 		$5K Buy
+65
New +$5.49K ﹤0.01% 243

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AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
DDSF
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Baltimore-Washington Financial Advisors's BIV Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2014, closing a stake of 65 shares — an estimated $5K sold.

Baltimore-Washington Financial Advisors first reported a position in BIV in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 203 funds tracked by Wall St. Rank hold BIV as of Q4 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 65 Vanguard Intermediate-Term Bond ETF shares in Q4 2014, an estimated $5K.
  • Baltimore-Washington Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $5K in Q3 2014.
  • 203 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.