Evergreen Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Evergreen Capital Management’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-52,430	Closed	-$4.77M	–	372
2018 Q1	$4.77M	Sell	52,430 -2,393	-4%	-$218K	0.46%	57
2017 Q4	$5.21M	Buy	54,823 +521	+1%	+$49K	0.53%	52
2017 Q3	$5.09M	Sell	54,302 -4,509	-8%	-$422K	0.6%	50
2017 Q2	$5.48M	Sell	58,811 -27,264	-32%	-$2.51M	0.88%	37
2017 Q1	$7.75M	Buy	86,075 +2,190	+3%	+$196K	1.61%	19
2016 Q4	$7.48M	Buy	+83,885	New	+$7.71M	1.44%	24

Other funds holding BLV

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Evergreen Capital Management's BLV Position: Q2 2018 in Review

Evergreen Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2018, closing a stake of 52,430 shares — an estimated $4.77M sold.

Evergreen Capital Management first reported a position in BLV in Q4 2016 and held it in 6 quarters. The position peaked at $7.75M in Q1 2017. 143 funds tracked by Wall St. Rank hold BLV as of Q2 2018.

Evergreen Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
Evergreen Capital Management sold 52,430 Vanguard Long-Term Bond ETF shares in Q2 2018, an estimated $4.77M.
Evergreen Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2016 and held it in 6 quarters.
Evergreen Capital Management's Vanguard Long-Term Bond ETF position peaked at $7.75M in Q1 2017.
143 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2018.

Based on Evergreen Capital Management's 13F filing for Q2 2018, filed 13 Aug 2018.