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Crow Point Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Crow Point Partners’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,142
Closed -$398K – 286
2017
Q3 		$398K Buy
+6,142
New +$399K 0.06% 107

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TAIM
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CONA
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Bank of America
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MIS
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Morgan Stanley
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NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Crow Point Partners's VGIT Position: Q4 2017 in Review

Crow Point Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2017, closing a stake of 6,142 shares — an estimated $398K sold.

Crow Point Partners first reported a position in VGIT in Q3 2017 and held it in 1 quarter. The position peaked at $398K in Q3 2017. 122 funds tracked by Wall St. Rank hold VGIT as of Q4 2017.

  • Crow Point Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2017 after selling out during the quarter.
  • Crow Point Partners sold 6,142 Vanguard Intermediate-Term Treasury ETF shares in Q4 2017, an estimated $398K.
  • Crow Point Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2017 and held it in 1 quarter.
  • Crow Point Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $398K in Q3 2017.
  • 122 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2017.

Based on Crow Point Partners's 13F filing for Q4 2017, filed 10 Jan 2018.