Concert Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Concert Wealth Management’s Portfolio BNDX Stock Details BNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-4,431	Closed	-$242K	–	37
2017 Q2	$242K	Sell	4,431 -697	-14%	-$38K	0.23%	124
2017 Q1	$279K	Sell	5,128 -5,022	-49%	-$271K	0.06%	364
2016 Q4	$552K	Buy	10,150 +4,521	+80%	+$248K	0.12%	233
2016 Q3	$317K	Buy	+5,629	New	+$315K	0.04%	473
2015 Q2	–	Sell	-4,445	Closed	-$240K	–	701
2015 Q1	$240K	Buy	+4,445	New	+$239K	0.07%	351

Other funds holding BNDX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concert Wealth Management's BNDX Position: Q3 2017 in Review

Concert Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2017, closing a stake of 4,431 shares — an estimated $242K sold.

Concert Wealth Management first reported a position in BNDX in Q1 2015 and held it in 5 quarters. The position peaked at $552K in Q4 2016. 292 funds tracked by Wall St. Rank hold BNDX as of Q3 2017.

Concert Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q3 2017 after selling out during the quarter.
Concert Wealth Management sold 4,431 Vanguard Total International Bond ETF shares in Q3 2017, an estimated $242K.
Concert Wealth Management first reported a position in Vanguard Total International Bond ETF in Q1 2015 and held it in 5 quarters.
Concert Wealth Management's Vanguard Total International Bond ETF position peaked at $552K in Q4 2016.
292 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.