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Forward Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Forward Management’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
2017
Q3 		– Sell
-96
Closed -$8K – 211
2017
Q2 		$8K Buy
+96
New +$7.67K ﹤0.01% 202
2017
Q1 		– Sell
-14,800
Closed -$1.18M – 184
2016
Q4 		$1.18M Buy
14,800
+14,348
+3,174% +$1.15M 0.08% 127
2016
Q3 		$37K Buy
+452
New +$36.5K ﹤0.01% 194

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Forward Management's BSV Position: Q3 2017 in Review

Forward Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2017, closing a stake of 96 shares — an estimated $8K sold.

Forward Management first reported a position in BSV in Q3 2016 and held it in 3 quarters. The position peaked at $1.18M in Q4 2016. 574 funds tracked by Wall St. Rank hold BSV as of Q3 2017.

  • Forward Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Forward Management sold 96 Vanguard Short-Term Bond ETF shares in Q3 2017, an estimated $8K.
  • Forward Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and held it in 3 quarters.
  • Forward Management's Vanguard Short-Term Bond ETF position peaked at $1.18M in Q4 2016.
  • 574 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2017.

Based on Forward Management's 13F filing for Q3 2017, filed 2 Nov 2017.