FinTrust Investment Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

FinTrust Investment Advisory Services’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
2018 Q1	–	Sell	-4,561	Closed	-$372K	–	117
2017 Q4	$372K	Buy	4,561 +148	+3%	+$12.1K	0.33%	64
2017 Q3	$362K	Buy	+4,413	New	+$362K	0.35%	66
2013 Q3	$766K	Sell	9,474 -1,197	-11%	-$96.3K	1.58%	12
2013 Q2	$863K	Buy	+10,671	New	+$885K	1.48%	14

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MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FinTrust Investment Advisory Services's BND Position: Q1 2018 in Review

FinTrust Investment Advisory Services sold out of Vanguard Total Bond Market (BND) in Q1 2018, closing a stake of 4,561 shares — an estimated $372K sold.

FinTrust Investment Advisory Services first reported a position in BND in Q2 2013 and held it in 4 quarters. The position peaked at $863K in Q2 2013. 675 funds tracked by Wall St. Rank hold BND as of Q1 2018.

FinTrust Investment Advisory Services reported no remaining Vanguard Total Bond Market position as of Q1 2018 after selling out during the quarter.
FinTrust Investment Advisory Services sold 4,561 Vanguard Total Bond Market shares in Q1 2018, an estimated $372K.
FinTrust Investment Advisory Services first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 4 quarters.
FinTrust Investment Advisory Services's Vanguard Total Bond Market position peaked at $863K in Q2 2013.
675 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.