Bluefin Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bluefin Capital Management’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
2017 Q3	–	Sell	-4,768	Closed	-$381K	–	494
2017 Q2	$381K	Sell	4,768 -12,103	-72%	-$967K	0.04%	257
2017 Q1	$1.34M	Buy	+16,871	New	+$1.34M	0.18%	84
2014 Q3	–	Sell	-4,661	Closed	-$400K	–	946
2014 Q2	$400K	Sell	4,661 -29,301	-86%	-$2.35M	0.02%	469
2014 Q1	$2.7M	Buy	+33,962	New	+$2.72M	0.17%	100
2013 Q4	–	Sell	-4,610	Closed	-$400K	–	330
2013 Q3	$400K	Buy	+4,610	New	+$369K	0.04%	286

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bluefin Capital Management's BSV Position: Q3 2017 in Review

Bluefin Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2017, closing a stake of 4,768 shares — an estimated $381K sold.

Bluefin Capital Management first reported a position in BSV in Q3 2013 and held it in 5 quarters. The position peaked at $2.7M in Q1 2014. 574 funds tracked by Wall St. Rank hold BSV as of Q3 2017.

Bluefin Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2017 after selling out during the quarter.
Bluefin Capital Management sold 4,768 Vanguard Short-Term Bond ETF shares in Q3 2017, an estimated $381K.
Bluefin Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2013 and held it in 5 quarters.
Bluefin Capital Management's Vanguard Short-Term Bond ETF position peaked at $2.7M in Q1 2014.
574 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2017.

Based on Bluefin Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.