Cue Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cue Advisory Services’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
2017 Q2	–	Sell	-2,856	Closed	-$228K	–	160
2017 Q1	$228K	Hold	2,856	–	–	0.17%	140
2016 Q4	$227K	Hold	2,856	–	–	0.18%	134
2016 Q3	$231K	Sell	2,856 -338	-11%	-$27.3K	0.19%	129
2016 Q2	$259K	Hold	3,194	–	–	0.22%	120
2016 Q1	$258K	Hold	3,194	–	–	0.22%	123
2015 Q4	$254K	Hold	3,194	–	–	0.23%	121
2015 Q3	$257K	Hold	3,194	–	–	0.27%	114
2015 Q2	$256K	Hold	3,194	–	–	0.24%	122
2015 Q1	$257K	Sell	3,194 -131	-4%	-$10.5K	0.26%	118
2014 Q4	$266K	Buy	+3,325	New	+$267K	0.28%	119

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

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

PCA

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

Cue Advisory Services's BSV Position: Q2 2017 in Review

Cue Advisory Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2017, closing a stake of 2,856 shares — an estimated $228K sold.

Cue Advisory Services first reported a position in BSV in Q4 2014 and held it in 10 quarters. The position peaked at $266K in Q4 2014. 577 funds tracked by Wall St. Rank hold BSV as of Q2 2017.

Cue Advisory Services reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2017 after selling out during the quarter.
Cue Advisory Services sold 2,856 Vanguard Short-Term Bond ETF shares in Q2 2017, an estimated $228K.
Cue Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and held it in 10 quarters.
Cue Advisory Services's Vanguard Short-Term Bond ETF position peaked at $266K in Q4 2014.
577 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2017.

Based on Cue Advisory Services's 13F filing for Q2 2017, filed 24 Jul 2017.