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Emerson Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Emerson Investment Management’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
Q1 		$393K Buy
+4,746
New +$388K 0.07% 106
2014
Q4 		– Sell
-1,803
Closed -$148K – 149
2014
Q3 		$148K Buy
+1,803
New +$148K 0.03% 153
2014
Q1 		– Sell
-4,196
Closed -$336K – 143
2013
Q4 		$336K Buy
+4,196
New +$339K 0.07% 121

Other funds holding BND

Jones Financial Companies
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Emerson Investment Management's BND Position: Q1 2016 in Review

Emerson Investment Management opened a new position in Vanguard Total Bond Market (BND) in Q1 2016: 4,746 shares worth $393K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings. This is a return to the name: Emerson Investment Management previously reported a position in BND as recently as Q3 2014.

Emerson Investment Management first reported a position in BND in Q4 2013 and has held it in 3 quarters since. 499 funds tracked by Wall St. Rank hold BND as of Q1 2016.

  • Emerson Investment Management held 4,746 shares of Vanguard Total Bond Market worth $393K as of Q1 2016.
  • Vanguard Total Bond Market was a new Emerson Investment Management position in Q1 2016.
  • Vanguard Total Bond Market made up 0.07% of Emerson Investment Management's portfolio in Q1 2016, its #106 holding.
  • Emerson Investment Management first reported a position in Vanguard Total Bond Market in Q4 2013 and has held it in 3 quarters since.
  • 499 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.