Emerson Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Emerson Investment Management’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
2016 Q1	$4.07M	Buy	50,461 +360	+0.7%	+$28.9K	0.77%	56
2015 Q4	$3.99M	Buy	50,101 +895	+2%	+$71.6K	0.78%	55
2015 Q3	$3.96M	Sell	49,206 -147	-0.3%	-$11.8K	0.79%	56
2015 Q2	$3.96M	Buy	49,353 +405	+0.8%	+$32.5K	0.74%	56
2015 Q1	$3.94M	Buy	48,948 +2,035	+4%	+$163K	0.72%	57
2014 Q4	$3.75M	Sell	46,913 -942	-2%	-$75.6K	0.73%	51
2014 Q3	$3.83M	Buy	47,855 +3,091	+7%	+$248K	0.76%	46
2014 Q2	$3.6M	Buy	44,764 +3,524	+9%	+$283K	0.71%	52
2014 Q1	$3.3M	Buy	41,240 +2,150	+6%	+$172K	0.68%	54
2013 Q4	$3.12M	Buy	39,090 +1,165	+3%	+$93.7K	0.66%	53
2013 Q3	$3.05M	Buy	37,925 +2,965	+8%	+$238K	0.68%	51
2013 Q2	$2.8M	Buy	+34,960	New	+$2.82M	0.65%	54

Other funds holding BSV

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

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

BCMIO

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

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

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

Emerson Investment Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.72% in Q1 2016, buying an estimated $28.9K and bringing the position to 50,461 shares worth $4.07M. The position accounts for 0.77% of the portfolio, ranked #56.

Emerson Investment Management first reported a position in BSV in Q2 2013 and has held it in 12 quarters since. 492 funds tracked by Wall St. Rank hold BSV as of Q1 2016.

Emerson Investment Management held 50,461 shares of Vanguard Short-Term Bond ETF worth $4.07M as of Q1 2016.
Emerson Investment Management bought 360 Vanguard Short-Term Bond ETF shares in Q1 2016, an estimated $28.9K.
Vanguard Short-Term Bond ETF made up 0.77% of Emerson Investment Management's portfolio in Q1 2016, its #56 holding.
Emerson Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 12 quarters since.
492 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2016.

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