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Crosspoint Capital Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Crosspoint Capital Strategies’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
2015
Q4 		– Sell
-3,417
Closed -$290K – 1004
2015
Q3 		$290K Buy
+3,417
New +$288K 0.34% 75

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crosspoint Capital Strategies's BIV Position: Q4 2015 in Review

Crosspoint Capital Strategies sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2015, closing a stake of 3,417 shares — an estimated $290K sold.

Crosspoint Capital Strategies first reported a position in BIV in Q3 2015 and held it in 1 quarter. The position peaked at $290K in Q3 2015. 261 funds tracked by Wall St. Rank hold BIV as of Q4 2015.

  • Crosspoint Capital Strategies reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 3,417 Vanguard Intermediate-Term Bond ETF shares in Q4 2015, an estimated $290K.
  • Crosspoint Capital Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $290K in Q3 2015.
  • 261 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2015, filed 16 Feb 2016.