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Bison Wealth’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Bison Wealth’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,000
Closed -$219K – 179
2016
Q4 		$219K Buy
+2,000
New +$239K 0.19% 153

Other funds holding EDV

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bison Wealth's EDV Position: Q1 2017 in Review

Bison Wealth sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2017, closing a stake of 2,000 shares — an estimated $219K sold.

Bison Wealth first reported a position in EDV in Q4 2016 and held it in 1 quarter. The position peaked at $219K in Q4 2016. 45 funds tracked by Wall St. Rank hold EDV as of Q1 2017.

  • Bison Wealth reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2017 after selling out during the quarter.
  • Bison Wealth sold 2,000 Vanguard World Funds Extended Duration ETF shares in Q1 2017, an estimated $219K.
  • Bison Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2016 and held it in 1 quarter.
  • Bison Wealth's Vanguard World Funds Extended Duration ETF position peaked at $219K in Q4 2016.
  • 45 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2017.

Based on Bison Wealth's 13F filing for Q1 2017, filed 11 May 2017.