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Gryphon Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Gryphon Financial Partners’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
-375
Closed -$29K – 246
2018
Q2 		$29K Buy
375
+125
+50% +$9.77K 0.01% 318
2018
Q1 		$20K Hold
250
– – 0.01% 379
2017
Q4 		$20K Buy
+250
New +$19.9K 0.01% 396

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Gryphon Financial Partners's BSV Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2018, closing a stake of 375 shares — an estimated $29K sold.

Gryphon Financial Partners first reported a position in BSV in Q4 2017 and held it in 3 quarters. The position peaked at $29K in Q2 2018. 645 funds tracked by Wall St. Rank hold BSV as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 375 Vanguard Short-Term Bond ETF shares in Q3 2018, an estimated $29K.
  • Gryphon Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's Vanguard Short-Term Bond ETF position peaked at $29K in Q2 2018.
  • 645 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.