Founders Capital Management (Texas)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Founders Capital Management (Texas)’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
2018 Q3	–	Sell	-143	Closed	-$11K	–	309
2018 Q2	$11K	Hold	143	–	–	0.01%	235
2018 Q1	$11K	Hold	143	–	–	0.01%	275
2017 Q4	$11K	Hold	143	–	–	0.01%	270
2017 Q3	$11K	Hold	143	–	–	0.01%	266
2017 Q2	$11K	Hold	143	–	–	0.01%	265
2017 Q1	$11K	Buy	+143	New	+$11.4K	0.01%	273

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Founders Capital Management (Texas)'s BSV Position: Q3 2018 in Review

Founders Capital Management (Texas) sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2018, closing a stake of 143 shares — an estimated $11K sold.

Founders Capital Management (Texas) first reported a position in BSV in Q1 2017 and held it in 6 quarters. The position peaked at $11K in Q2 2018. 645 funds tracked by Wall St. Rank hold BSV as of Q3 2018.

Founders Capital Management (Texas) reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
Founders Capital Management (Texas) sold 143 Vanguard Short-Term Bond ETF shares in Q3 2018, an estimated $11K.
Founders Capital Management (Texas) first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and held it in 6 quarters.
Founders Capital Management (Texas)'s Vanguard Short-Term Bond ETF position peaked at $11K in Q2 2018.
645 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2018, filed 5 Oct 2018.