First Heartland Consultants’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

First Heartland Consultants’s Portfolio EDV Stock Details EDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-20,030	Closed	-$2.48M	–	258
2014 Q4	$2.48M	Buy	+20,030	New	+$2.35M	1.03%	16

Other funds holding EDV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Heartland Consultants's EDV Position: Q1 2015 in Review

First Heartland Consultants sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2015, closing a stake of 20,030 shares — an estimated $2.48M sold.

First Heartland Consultants first reported a position in EDV in Q4 2014 and held it in 1 quarter. The position peaked at $2.48M in Q4 2014. 36 funds tracked by Wall St. Rank hold EDV as of Q1 2015.

First Heartland Consultants reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2015 after selling out during the quarter.
First Heartland Consultants sold 20,030 Vanguard World Funds Extended Duration ETF shares in Q1 2015, an estimated $2.48M.
First Heartland Consultants first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2014 and held it in 1 quarter.
First Heartland Consultants's Vanguard World Funds Extended Duration ETF position peaked at $2.48M in Q4 2014.
36 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2015.

Based on First Heartland Consultants's 13F filing for Q1 2015, filed 24 Apr 2015.