Credit Suisse’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Credit Suisse’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
2018 Q3	–	Sell	-6,683	Closed	-$523K	–	3791
2018 Q2	$523K	Buy	+6,683	New	+$522K	﹤0.01%	3395
2017 Q3	–	Sell	-40,657	Closed	-$3.25M	–	4176
2017 Q2	$3.25M	Buy	+40,657	New	+$3.25M	﹤0.01%	1895
2016 Q1	–	Sell	-40,908	Closed	-$3.25M	–	3983
2015 Q4	$3.25M	Sell	40,908 -23,297	-36%	-$1.86M	﹤0.01%	1918
2015 Q3	$5.16M	Sell	64,205 -6,321	-9%	-$507K	0.01%	1545
2015 Q2	$5.66M	Sell	70,526 -5,956	-8%	-$478K	0.01%	1634
2015 Q1	$6.16M	Sell	76,482 -1,981	-3%	-$159K	0.01%	1506
2014 Q4	$6.27M	Buy	78,463 +23,396	+42%	+$1.88M	0.01%	1595
2014 Q3	$4.41M	Sell	55,067 -12,436	-18%	-$997K	﹤0.01%	1849
2014 Q2	$5.42M	Sell	67,503 -6,263	-8%	-$502K	﹤0.01%	1887
2014 Q1	$5.91M	Sell	73,766 -32,307	-30%	-$2.59M	0.01%	1620
2013 Q4	$8.48M	Buy	106,073 +17,810	+20%	+$1.43M	0.01%	1408
2013 Q3	$7.09M	Buy	88,263 +37,529	+74%	+$3.01M	0.01%	1370
2013 Q2	$4.06M	Buy	+50,734	New	+$4.1M	﹤0.01%	1744

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Credit Suisse's BSV Position: Q3 2018 in Review

Credit Suisse sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2018, closing a stake of 6,683 shares — an estimated $523K sold.

Credit Suisse first reported a position in BSV in Q2 2013 and held it in 13 quarters. The position peaked at $8.48M in Q4 2013. 645 funds tracked by Wall St. Rank hold BSV as of Q3 2018.

Credit Suisse reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
Credit Suisse sold 6,683 Vanguard Short-Term Bond ETF shares in Q3 2018, an estimated $523K.
Credit Suisse first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 13 quarters.
Credit Suisse's Vanguard Short-Term Bond ETF position peaked at $8.48M in Q4 2013.
645 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2018.

Based on Credit Suisse's 13F filing for Q3 2018, filed 13 Nov 2018.