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Essex Private Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Essex Private Wealth 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
2020
Q1 		– Sell
-3,276
Closed -$274K – 56
2019
Q4 		$274K Buy
+3,276
New +$275K 0.28% 51

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Essex Private Wealth Management's BND Position: Q1 2020 in Review

Essex Private Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2020, closing a stake of 3,276 shares — an estimated $274K sold.

Essex Private Wealth Management first reported a position in BND in Q4 2019 and held it in 1 quarter. The position peaked at $274K in Q4 2019. 885 funds tracked by Wall St. Rank hold BND as of Q1 2020.

  • Essex Private Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2020 after selling out during the quarter.
  • Essex Private Wealth Management sold 3,276 Vanguard Total Bond Market shares in Q1 2020, an estimated $274K.
  • Essex Private Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 1 quarter.
  • Essex Private Wealth Management's Vanguard Total Bond Market position peaked at $274K in Q4 2019.
  • 885 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2020.

Based on Essex Private Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.