Catamount Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Catamount Wealth Management’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
2019 Q1	$1K	Sell	11 -50	-82%	-$3.95K	﹤0.01%	181
2018 Q4	$5K	Buy	+61	New	+$4.76K	﹤0.01%	159
2015 Q3	–	Sell	-49	Closed	-$4K	–	147
2015 Q2	$4K	Hold	49	–	–	﹤0.01%	144
2015 Q1	$4K	Buy	+49	New	+$3.93K	﹤0.01%	122

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Catamount Wealth Management's BSV Position: Q1 2019 in Review

Catamount Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 82% in Q1 2019, selling an estimated $3.95K and leaving 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Catamount Wealth Management first reported a position in BSV in Q1 2015 and has held it in 4 quarters since. The position peaked at $5K in Q4 2018. 717 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

Catamount Wealth Management held 11 shares of Vanguard Short-Term Bond ETF worth $1K as of Q1 2019.
Catamount Wealth Management sold 50 Vanguard Short-Term Bond ETF shares in Q1 2019, an estimated $3.95K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #181 holding.
Catamount Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and has held it in 4 quarters since.
Catamount Wealth Management's Vanguard Short-Term Bond ETF position peaked at $5K in Q4 2018.
717 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.