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Emerson Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Emerson Investment Management’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-75
Closed -$6K – 148
2014
Q3 		$6K Buy
+75
New +$6.34K ﹤0.01% 196

Other funds holding BIV

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
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
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Emerson Investment Management's BIV Position: Q4 2014 in Review

Emerson Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2014, closing a stake of 75 shares — an estimated $6K sold.

Emerson Investment Management first reported a position in BIV in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 203 funds tracked by Wall St. Rank hold BIV as of Q4 2014.

  • Emerson Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 75 Vanguard Intermediate-Term Bond ETF shares in Q4 2014, an estimated $6K.
  • Emerson Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $6K in Q3 2014.
  • 203 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.