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Equinox Institutional Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Equinox Institutional Asset 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
Q3 		$22.4M Sell
276,525
-287,400
-51% -$23.2M 25.42% 3
2016
Q2 		$45.7M Hold
563,925
– – 26.82% 3
2016
Q1 		$45.5M Sell
563,925
-33,800
-6% -$2.71M 26.9% 3
2015
Q4 		$47.6M Buy
+597,725
New +$47.8M 26.91% 3

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Equinox Institutional Asset Management's BSV Position: Q3 2016 in Review

Equinox Institutional Asset Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 51% in Q3 2016, selling an estimated $23.2M and leaving 276,525 shares worth $22.4M. The position accounts for 25.42% of the portfolio, ranked #3.

Equinox Institutional Asset Management first reported a position in BSV in Q4 2015 and has held it in 4 quarters since. The position peaked at $47.6M in Q4 2015. 507 funds tracked by Wall St. Rank hold BSV as of Q3 2016.

  • Equinox Institutional Asset Management held 276,525 shares of Vanguard Short-Term Bond ETF worth $22.4M as of Q3 2016.
  • Equinox Institutional Asset Management sold 287,400 Vanguard Short-Term Bond ETF shares in Q3 2016, an estimated $23.2M.
  • Vanguard Short-Term Bond ETF made up 25.42% of Equinox Institutional Asset Management's portfolio in Q3 2016, its #3 holding.
  • Equinox Institutional Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 4 quarters since.
  • Equinox Institutional Asset Management's Vanguard Short-Term Bond ETF position peaked at $47.6M in Q4 2015.
  • 507 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2016.

Based on Equinox Institutional Asset Management's 13F filing for Q3 2016, filed 15 Nov 2016.