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

Equinox Institutional Asset Management’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$25M	Sell	310,770 -309,200	-50%	-$24.9M	28.47%	2
2016 Q2	$50.1M	Hold	619,970	–	–	29.4%	1
2016 Q1	$49.6M	Sell	619,970 -37,100	-6%	-$2.94M	29.36%	1
2015 Q4	$51.9M	Buy	+657,070	New	+$52.2M	29.37%	1

Other funds holding VCSH

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

USAA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Equinox Institutional Asset Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 50% in Q3 2016, selling an estimated $24.9M and leaving 310,770 shares worth $25M. The position accounts for 28.47% of the portfolio, ranked #2.

Equinox Institutional Asset Management first reported a position in VCSH in Q4 2015 and has held it in 4 quarters since. The position peaked at $51.9M in Q4 2015. 451 funds tracked by Wall St. Rank hold VCSH as of Q3 2016.

Equinox Institutional Asset Management held 310,770 shares of Vanguard Short-Term Corporate Bond ETF worth $25M as of Q3 2016.
Equinox Institutional Asset Management sold 309,200 Vanguard Short-Term Corporate Bond ETF shares in Q3 2016, an estimated $24.9M.
Vanguard Short-Term Corporate Bond ETF made up 28.47% of Equinox Institutional Asset Management's portfolio in Q3 2016, its #2 holding.
Equinox Institutional Asset Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and has held it in 4 quarters since.
Equinox Institutional Asset Management's Vanguard Short-Term Corporate Bond ETF position peaked at $51.9M in Q4 2015.
451 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2016.

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