Eagle Global Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Eagle Global 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
2018 Q4	–	Sell	-7,090	Closed	-$553K	–	225
2018 Q3	$553K	Hold	7,090	–	–	0.02%	171
2018 Q2	$555K	Hold	7,090	–	–	0.02%	172
2018 Q1	$556K	Hold	7,090	–	–	0.02%	175
2017 Q4	$561K	Buy	7,090 +1,200	+20%	+$95.4K	0.02%	177
2017 Q3	$470K	Hold	5,890	–	–	0.01%	186
2017 Q2	$470K	Hold	5,890	–	–	0.01%	230
2017 Q1	$470K	Hold	5,890	–	–	0.01%	228
2016 Q4	$468K	Buy	+5,890	New	+$471K	0.01%	221

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

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

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

PCA

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

Eagle Global Advisors's BSV Position: Q4 2018 in Review

Eagle Global Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2018, closing a stake of 7,090 shares — an estimated $553K sold.

Eagle Global Advisors first reported a position in BSV in Q4 2016 and held it in 8 quarters. The position peaked at $561K in Q4 2017. 705 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

Eagle Global Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
Eagle Global Advisors sold 7,090 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $553K.
Eagle Global Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 8 quarters.
Eagle Global Advisors's Vanguard Short-Term Bond ETF position peaked at $561K in Q4 2017.
705 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on Eagle Global Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.