CWP
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Capital Wealth Planning’s Vident US Bond Strategy ETF VBND Stock Holding History

Capital Wealth Planning’s Portfolio VBND Stock Details VBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9,379
Closed -$262K – 129
2018
Q4 		$262K Buy
+9,379
New +$443K 0.17% 52

Other funds holding VBND

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Capital Wealth Planning's VBND Position: Q1 2019 in Review

Capital Wealth Planning sold out of Vident US Bond Strategy ETF (VBND) in Q1 2019, closing a stake of 9,379 shares — an estimated $262K sold.

Capital Wealth Planning first reported a position in VBND in Q4 2018 and held it in 1 quarter. The position peaked at $262K in Q4 2018. 8 funds tracked by Wall St. Rank hold VBND as of Q1 2019.

  • Capital Wealth Planning reported no remaining Vident US Bond Strategy ETF position as of Q1 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 9,379 Vident US Bond Strategy ETF shares in Q1 2019, an estimated $262K.
  • Capital Wealth Planning first reported a position in Vident US Bond Strategy ETF in Q4 2018 and held it in 1 quarter.
  • Capital Wealth Planning's Vident US Bond Strategy ETF position peaked at $262K in Q4 2018.
  • 8 funds tracked by Wall St. Rank held Vident US Bond Strategy ETF as of Q1 2019.

Based on Capital Wealth Planning's 13F filing for Q1 2019, filed 14 May 2019.