BFIM
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Beese Fulmer Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-97
Closed -$11K – 240
2020
Q2 		$11K Buy
+97
New +$10.6K ﹤0.01% 467

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Wells Fargo
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Ameriprise
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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Beese Fulmer Investment Management's BLV Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2020, closing a stake of 97 shares — an estimated $11K sold.

Beese Fulmer Investment Management first reported a position in BLV in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 228 funds tracked by Wall St. Rank hold BLV as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 97 Vanguard Long-Term Bond ETF shares in Q3 2020, an estimated $11K.
  • Beese Fulmer Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Vanguard Long-Term Bond ETF position peaked at $11K in Q2 2020.
  • 228 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.