Eagle Global Advisors’s Vanguard Total Bond Market BND Stock Holding History

Eagle Global Advisors’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-3,661	Closed	-$308K	–	376
2016 Q3	$308K	Hold	3,661	–	–	0.01%	264
2016 Q2	$309K	Hold	3,661	–	–	0.01%	264
2016 Q1	$303K	Hold	3,661	–	–	0.01%	268
2015 Q4	$296K	Hold	3,661	–	–	0.01%	279
2015 Q3	$300K	Hold	3,661	–	–	0.01%	273
2015 Q2	$297K	Hold	3,661	–	–	0.01%	290
2015 Q1	$305K	Hold	3,661	–	–	0.01%	252
2014 Q4	$302K	Buy	+3,661	New	+$302K	0.01%	261

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Global Advisors's BND Position: Q4 2016 in Review

Eagle Global Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2016, closing a stake of 3,661 shares — an estimated $308K sold.

Eagle Global Advisors first reported a position in BND in Q4 2014 and held it in 8 quarters. The position peaked at $309K in Q2 2016. 571 funds tracked by Wall St. Rank hold BND as of Q4 2016.

Eagle Global Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2016 after selling out during the quarter.
Eagle Global Advisors sold 3,661 Vanguard Total Bond Market shares in Q4 2016, an estimated $308K.
Eagle Global Advisors first reported a position in Vanguard Total Bond Market in Q4 2014 and held it in 8 quarters.
Eagle Global Advisors's Vanguard Total Bond Market position peaked at $309K in Q2 2016.
571 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2016.

Based on Eagle Global Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.