EDRH
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Edmond de Rothschild Holding’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Edmond de Rothschild Holding’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,710
Closed -$267K – 829
2016
Q3 		$267K Buy
+2,710
New +$268K 0.01% 470

Other funds holding BLV

Envestnet Asset Management
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

Edmond de Rothschild Holding's BLV Position: Q4 2016 in Review

Edmond de Rothschild Holding sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2016, closing a stake of 2,710 shares — an estimated $267K sold.

Edmond de Rothschild Holding first reported a position in BLV in Q3 2016 and held it in 1 quarter. The position peaked at $267K in Q3 2016. 111 funds tracked by Wall St. Rank hold BLV as of Q4 2016.

  • Edmond de Rothschild Holding reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,710 Vanguard Long-Term Bond ETF shares in Q4 2016, an estimated $267K.
  • Edmond de Rothschild Holding first reported a position in Vanguard Long-Term Bond ETF in Q3 2016 and held it in 1 quarter.
  • Edmond de Rothschild Holding's Vanguard Long-Term Bond ETF position peaked at $267K in Q3 2016.
  • 111 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2016.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2016, filed 14 Feb 2017.