BCA
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Berman Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Berman Capital Advisors’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
2019
Q1 		– Sell
-70
Closed -$5K – 1353
2018
Q4 		$5K Buy
+70
New +$5.46K ﹤0.01% 672

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Berman Capital Advisors's BSV Position: Q1 2019 in Review

Berman Capital Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2019, closing a stake of 70 shares — an estimated $5K sold.

Berman Capital Advisors first reported a position in BSV in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 718 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

  • Berman Capital Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 70 Vanguard Short-Term Bond ETF shares in Q1 2019, an estimated $5K.
  • Berman Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $5K in Q4 2018.
  • 718 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.