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Cedar Hill Associates’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Cedar Hill Associates’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-13,138
Closed -$689K – 152
2017
Q4 		$689K Buy
13,138
+164
+1% +$8.63K 0.12% 90
2017
Q3 		$685K Buy
+12,974
New +$685K 0.12% 89

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Envestnet Asset Management
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Ameriprise
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Cedar Hill Associates's VMBS Position: Q1 2018 in Review

Cedar Hill Associates sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2018, closing a stake of 13,138 shares — an estimated $689K sold.

Cedar Hill Associates first reported a position in VMBS in Q3 2017 and held it in 2 quarters. The position peaked at $689K in Q4 2017. 216 funds tracked by Wall St. Rank hold VMBS as of Q1 2018.

  • Cedar Hill Associates reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2018 after selling out during the quarter.
  • Cedar Hill Associates sold 13,138 Vanguard Mortgage-Backed Securities ETF shares in Q1 2018, an estimated $689K.
  • Cedar Hill Associates first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2017 and held it in 2 quarters.
  • Cedar Hill Associates's Vanguard Mortgage-Backed Securities ETF position peaked at $689K in Q4 2017.
  • 216 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2018.

Based on Cedar Hill Associates's 13F filing for Q1 2018, filed 1 May 2018.