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Colony Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Colony Group’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,508
Closed -$128K – 808
2014
Q2 		$128K Buy
+1,508
New +$127K 0.02% 251

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Colony Group's BIV Position: Q3 2014 in Review

Colony Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2014, closing a stake of 1,508 shares — an estimated $128K sold.

Colony Group first reported a position in BIV in Q2 2014 and held it in 1 quarter. The position peaked at $128K in Q2 2014. 174 funds tracked by Wall St. Rank hold BIV as of Q3 2014.

  • Colony Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Colony Group sold 1,508 Vanguard Intermediate-Term Bond ETF shares in Q3 2014, an estimated $128K.
  • Colony Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2014 and held it in 1 quarter.
  • Colony Group's Vanguard Intermediate-Term Bond ETF position peaked at $128K in Q2 2014.
  • 174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2014.

Based on Colony Group's 13F filing for Q3 2014, filed 14 Nov 2014.