FinTrust Investment Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

FinTrust Investment Advisory Services’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
2013 Q3	$368K	Sell	4,573 -1,269	-22%	-$102K	0.76%	29
2013 Q2	$468K	Buy	+5,842	New	+$472K	0.8%	34

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FinTrust Investment Advisory Services's BSV Position: Q3 2013 in Review

FinTrust Investment Advisory Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 22% in Q3 2013, selling an estimated $102K and leaving 4,573 shares worth $368K. The position accounts for 0.76% of the portfolio, ranked #29.

FinTrust Investment Advisory Services first reported a position in BSV in Q2 2013 and has held it in 2 quarters since. The position peaked at $468K in Q2 2013. 301 funds tracked by Wall St. Rank hold BSV as of Q3 2013.

FinTrust Investment Advisory Services held 4,573 shares of Vanguard Short-Term Bond ETF worth $368K as of Q3 2013.
FinTrust Investment Advisory Services sold 1,269 Vanguard Short-Term Bond ETF shares in Q3 2013, an estimated $102K.
Vanguard Short-Term Bond ETF made up 0.76% of FinTrust Investment Advisory Services's portfolio in Q3 2013, its #29 holding.
FinTrust Investment Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 2 quarters since.
FinTrust Investment Advisory Services's Vanguard Short-Term Bond ETF position peaked at $468K in Q2 2013.
301 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2013.

Based on FinTrust Investment Advisory Services's 13F filing for Q3 2013, filed 2 Oct 2013.