GM Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

GM Advisory 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
2017 Q4	–	Sell	-5,500	Closed	-$439K	–	133
2017 Q3	$439K	Sell	5,500 -700	-11%	-$56K	0.13%	68
2017 Q2	$495K	Hold	6,200	–	–	0.16%	63
2017 Q1	$494K	Hold	6,200	–	–	0.17%	60
2016 Q4	$493K	Buy	+6,200	New	+$496K	0.17%	63

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

GM Advisory Group's BSV Position: Q4 2017 in Review

GM Advisory Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2017, closing a stake of 5,500 shares — an estimated $439K sold.

GM Advisory Group first reported a position in BSV in Q4 2016 and held it in 4 quarters. The position peaked at $495K in Q2 2017. 649 funds tracked by Wall St. Rank hold BSV as of Q4 2017.

GM Advisory Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
GM Advisory Group sold 5,500 Vanguard Short-Term Bond ETF shares in Q4 2017, an estimated $439K.
GM Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 4 quarters.
GM Advisory Group's Vanguard Short-Term Bond ETF position peaked at $495K in Q2 2017.
649 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2017.

Based on GM Advisory Group's 13F filing for Q4 2017, filed 9 Feb 2018.