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Concert Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Concert Wealth Management’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-243
Closed -$24K – 517
2016
Q3 		$24K Buy
+243
New +$24K ﹤0.01% 882
2014
Q3 		– Sell
-5,920
Closed -$515K – 545
2014
Q2 		$515K Buy
+5,920
New +$524K 0.06% 269

Other funds holding BLV

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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

Concert Wealth Management's BLV Position: Q4 2016 in Review

Concert Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2016, closing a stake of 243 shares — an estimated $24K sold.

Concert Wealth Management first reported a position in BLV in Q2 2014 and held it in 2 quarters. The position peaked at $515K in Q2 2014. 111 funds tracked by Wall St. Rank hold BLV as of Q4 2016.

  • Concert Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 243 Vanguard Long-Term Bond ETF shares in Q4 2016, an estimated $24K.
  • Concert Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2014 and held it in 2 quarters.
  • Concert Wealth Management's Vanguard Long-Term Bond ETF position peaked at $515K in Q2 2014.
  • 111 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.