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Capstone Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Capstone Asset Management’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-9,098
Closed -$728K – 1755
2013
Q4 		$728K Buy
+9,098
New +$735K 0.02% 835

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WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Asset Management's BND Position: Q1 2014 in Review

Capstone Asset Management sold out of Vanguard Total Bond Market (BND) in Q1 2014, closing a stake of 9,098 shares — an estimated $728K sold.

Capstone Asset Management first reported a position in BND in Q4 2013 and held it in 1 quarter. The position peaked at $728K in Q4 2013. 320 funds tracked by Wall St. Rank hold BND as of Q1 2014.

  • Capstone Asset Management reported no remaining Vanguard Total Bond Market position as of Q1 2014 after selling out during the quarter.
  • Capstone Asset Management sold 9,098 Vanguard Total Bond Market shares in Q1 2014, an estimated $728K.
  • Capstone Asset Management first reported a position in Vanguard Total Bond Market in Q4 2013 and held it in 1 quarter.
  • Capstone Asset Management's Vanguard Total Bond Market position peaked at $728K in Q4 2013.
  • 320 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2014.

Based on Capstone Asset Management's 13F filing for Q1 2014, filed 22 Apr 2014.