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BHK Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

BHK Investment Advisors’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,402
Closed -$215K – 79
2018
Q2 		$215K Buy
+4,402
New +$215K 0.15% 71

Other funds holding FBND

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BHK Investment Advisors's FBND Position: Q3 2018 in Review

BHK Investment Advisors sold out of Fidelity Total Bond ETF (FBND) in Q3 2018, closing a stake of 4,402 shares — an estimated $215K sold.

BHK Investment Advisors first reported a position in FBND in Q2 2018 and held it in 1 quarter. The position peaked at $215K in Q2 2018. 64 funds tracked by Wall St. Rank hold FBND as of Q3 2018.

  • BHK Investment Advisors reported no remaining Fidelity Total Bond ETF position as of Q3 2018 after selling out during the quarter.
  • BHK Investment Advisors sold 4,402 Fidelity Total Bond ETF shares in Q3 2018, an estimated $215K.
  • BHK Investment Advisors first reported a position in Fidelity Total Bond ETF in Q2 2018 and held it in 1 quarter.
  • BHK Investment Advisors's Fidelity Total Bond ETF position peaked at $215K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2018.

Based on BHK Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.