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Boys Arnold & Co’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Boys Arnold & Co’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-13,662
Closed -$720K – 204
2015
Q4 		$720K Buy
+13,662
New +$726K 0.08% 168

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Boys Arnold & Co's VMBS Position: Q1 2016 in Review

Boys Arnold & Co sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2016, closing a stake of 13,662 shares — an estimated $720K sold.

Boys Arnold & Co first reported a position in VMBS in Q4 2015 and held it in 1 quarter. The position peaked at $720K in Q4 2015. 120 funds tracked by Wall St. Rank hold VMBS as of Q1 2016.

  • Boys Arnold & Co reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2016 after selling out during the quarter.
  • Boys Arnold & Co sold 13,662 Vanguard Mortgage-Backed Securities ETF shares in Q1 2016, an estimated $720K.
  • Boys Arnold & Co first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2015 and held it in 1 quarter.
  • Boys Arnold & Co's Vanguard Mortgage-Backed Securities ETF position peaked at $720K in Q4 2015.
  • 120 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2016.

Based on Boys Arnold & Co's 13F filing for Q1 2016, filed 27 Apr 2016.