First Allied Advisory Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

First Allied Advisory Services’s Portfolio VGLT Stock Details VGLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,144	Closed	-$101K	–	1593
2019 Q3	$101K	Buy	+1,144	New	+$97.6K	﹤0.01%	1234
2018 Q1	–	Sell	-629	Closed	-$49K	–	1490
2017 Q4	$49K	Buy	+629	New	+$48.6K	﹤0.01%	1305
2016 Q3	–	Sell	-9,850	Closed	-$842K	–	1106
2016 Q2	$842K	Sell	9,850 -6,920	-41%	-$562K	0.05%	406
2016 Q1	$1.34M	Buy	+16,770	New	+$1.32M	0.07%	276

Other funds holding VGLT

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

First Allied Advisory Services's VGLT Position: Q4 2019 in Review

First Allied Advisory Services sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2019, closing a stake of 1,144 shares — an estimated $101K sold.

First Allied Advisory Services first reported a position in VGLT in Q1 2016 and held it in 4 quarters. The position peaked at $1.34M in Q1 2016. 100 funds tracked by Wall St. Rank hold VGLT as of Q4 2019.

First Allied Advisory Services reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,144 Vanguard Long-Term Treasury ETF shares in Q4 2019, an estimated $101K.
First Allied Advisory Services first reported a position in Vanguard Long-Term Treasury ETF in Q1 2016 and held it in 4 quarters.
First Allied Advisory Services's Vanguard Long-Term Treasury ETF position peaked at $1.34M in Q1 2016.
100 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.