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Cetera Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cetera Investment 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
2017
Q3 		– Sell
-2,985
Closed -$238K – 9
2017
Q2 		$238K Buy
+2,985
New +$238K 0.3% 89

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Cetera Investment Management's BSV Position: Q3 2017 in Review

Cetera Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2017, closing a stake of 2,985 shares — an estimated $238K sold.

Cetera Investment Management first reported a position in BSV in Q2 2017 and held it in 1 quarter. The position peaked at $238K in Q2 2017. 576 funds tracked by Wall St. Rank hold BSV as of Q3 2017.

  • Cetera Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 2,985 Vanguard Short-Term Bond ETF shares in Q3 2017, an estimated $238K.
  • Cetera Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and held it in 1 quarter.
  • Cetera Investment Management's Vanguard Short-Term Bond ETF position peaked at $238K in Q2 2017.
  • 576 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.