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Fort Pitt Capital Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Fort Pitt Capital Group’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
2021
Q1 		– Sell
-441
Closed -$37K – 162
2020
Q4 		$37K Buy
+441
New +$36.5K ﹤0.01% 210

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fort Pitt Capital Group's BSV Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2021, closing a stake of 441 shares — an estimated $37K sold.

Fort Pitt Capital Group first reported a position in BSV in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 1,023 funds tracked by Wall St. Rank hold BSV as of Q1 2021.

  • Fort Pitt Capital Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Fort Pitt Capital Group sold 441 Vanguard Short-Term Bond ETF shares in Q1 2021, an estimated $37K.
  • Fort Pitt Capital Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Fort Pitt Capital Group's Vanguard Short-Term Bond ETF position peaked at $37K in Q4 2020.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.