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HCR Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

HCR Wealth Advisors’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,925
Closed -$510K – 240
2019
Q4 		$510K Sell
3,925
-180
-4% -$24.5K 0.12% 96
2019
Q3 		$580K Buy
+4,105
New +$559K 0.19% 85

Other funds holding EDV

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCR Wealth Advisors's EDV Position: Q1 2020 in Review

HCR Wealth Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2020, closing a stake of 3,925 shares — an estimated $510K sold.

HCR Wealth Advisors first reported a position in EDV in Q3 2019 and held it in 2 quarters. The position peaked at $580K in Q3 2019. 110 funds tracked by Wall St. Rank hold EDV as of Q1 2020.

  • HCR Wealth Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 3,925 Vanguard World Funds Extended Duration ETF shares in Q1 2020, an estimated $510K.
  • HCR Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2019 and held it in 2 quarters.
  • HCR Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $580K in Q3 2019.
  • 110 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2020.

Based on HCR Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.