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BSW Wealth Partners’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

BSW Wealth Partners’s Portfolio VNLA Stock Details VNLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-142,856
Closed -$7.16M – 143
2018
Q3 		$7.16M Buy
+142,856
New +$7.16M 2.73% 8

Other funds holding VNLA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

BSW Wealth Partners's VNLA Position: Q4 2018 in Review

BSW Wealth Partners sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q4 2018, closing a stake of 142,856 shares — an estimated $7.16M sold.

BSW Wealth Partners first reported a position in VNLA in Q3 2018 and held it in 1 quarter. The position peaked at $7.16M in Q3 2018. 62 funds tracked by Wall St. Rank hold VNLA as of Q4 2018.

  • BSW Wealth Partners reported no remaining Janus Henderson Short Duration Income ETF position as of Q4 2018 after selling out during the quarter.
  • BSW Wealth Partners sold 142,856 Janus Henderson Short Duration Income ETF shares in Q4 2018, an estimated $7.16M.
  • BSW Wealth Partners first reported a position in Janus Henderson Short Duration Income ETF in Q3 2018 and held it in 1 quarter.
  • BSW Wealth Partners's Janus Henderson Short Duration Income ETF position peaked at $7.16M in Q3 2018.
  • 62 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q4 2018.

Based on BSW Wealth Partners's 13F filing for Q4 2018, filed 13 Feb 2019.