DWA
BSV icon

Douglass Winthrop Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Douglass Winthrop Advisors’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
2015
Q3 		– Sell
-14,725
Closed -$1.19M – 241
2015
Q2 		$1.19M Hold
14,725
– – 0.09% 111
2015
Q1 		$1.19M Buy
+14,725
New +$1.18M 0.09% 111

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Douglass Winthrop Advisors's BSV Position: Q3 2015 in Review

Douglass Winthrop Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2015, closing a stake of 14,725 shares — an estimated $1.19M sold.

Douglass Winthrop Advisors first reported a position in BSV in Q1 2015 and held it in 2 quarters. The position peaked at $1.19M in Q2 2015. 433 funds tracked by Wall St. Rank hold BSV as of Q3 2015.

  • Douglass Winthrop Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 14,725 Vanguard Short-Term Bond ETF shares in Q3 2015, an estimated $1.19M.
  • Douglass Winthrop Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and held it in 2 quarters.
  • Douglass Winthrop Advisors's Vanguard Short-Term Bond ETF position peaked at $1.19M in Q2 2015.
  • 433 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2015.

Based on Douglass Winthrop Advisors's 13F filing for Q3 2015, filed 13 Oct 2015.