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CapWealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CapWealth Advisors’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
2016
Q3 		– Sell
-3,233
Closed -$262K – 304
2016
Q2 		$262K Buy
3,233
+3,033
+1,517% +$244K 0.06% 85
2016
Q1 		$16K Hold
200
– – ﹤0.01% 211
2015
Q4 		$16K Hold
200
– – ﹤0.01% 173
2015
Q3 		$16K Hold
200
– – ﹤0.01% 172
2015
Q2 		$16K Hold
200
– – ﹤0.01% 181
2015
Q1 		$16K Buy
+200
New +$16.1K ﹤0.01% 193
2014
Q4 		– Sell
-200
Closed -$16K – 113
2014
Q3 		$16K Hold
200
– – ﹤0.01% 201
2014
Q2 		$16K Hold
200
– – ﹤0.01% 205
2014
Q1 		$16K Hold
200
– – ﹤0.01% 207
2013
Q4 		$16K Hold
200
– – ﹤0.01% 224
2013
Q3 		$16K Sell
200
-100
-33% -$8.01K ﹤0.01% 259
2013
Q2 		$24K Buy
+300
New +$24.2K 0.01% 209

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return