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HL Financial Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

HL Financial Services’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,603
Closed -$410K – 657
2016
Q4 		$410K Sell
4,603
-90
-2% -$8.28K 0.01% 498
2016
Q3 		$463K Sell
4,693
-2
-0% -$198 0.01% 438
2016
Q2 		$460K Sell
4,695
-323
-6% -$30.5K 0.01% 442
2016
Q1 		$467K Sell
5,018
-78,374
-94% -$7.04M 0.01% 443
2015
Q4 		$7.24M Buy
83,392
+3,230
+4% +$286K 0.19% 75
2015
Q3 		$7.16M Buy
80,162
+77,769
+3,250% +$6.91M 0.2% 73
2015
Q2 		$210K Sell
2,393
-12
-0.5% -$1.1K 0.01% 630
2015
Q1 		$232K Buy
2,405
+24
+1% +$2.31K 0.01% 621
2014
Q4 		$224K Buy
+2,381
New +$220K 0.01% 628
2014
Q3 		– Sell
-2,937
Closed -$264K – 677
2014
Q2 		$264K Sell
2,937
-789
-21% -$69.8K 0.01% 590
2014
Q1 		$323K Buy
3,726
+282
+8% +$23.9K 0.01% 508
2013
Q4 		$281K Buy
3,444
+769
+29% +$63.7K 0.01% 524
2013
Q3 		$222K Sell
2,675
-416
-13% -$34.5K 0.01% 528
2013
Q2 		$263K Buy
+3,091
New +$281K 0.01% 457

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

HL Financial Services's BLV Position: Q1 2017 in Review

HL Financial Services sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2017, closing a stake of 4,603 shares — an estimated $410K sold.

HL Financial Services first reported a position in BLV in Q2 2013 and held it in 14 quarters. The position peaked at $7.24M in Q4 2015. 119 funds tracked by Wall St. Rank hold BLV as of Q1 2017.

  • HL Financial Services reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
  • HL Financial Services sold 4,603 Vanguard Long-Term Bond ETF shares in Q1 2017, an estimated $410K.
  • HL Financial Services first reported a position in Vanguard Long-Term Bond ETF in Q2 2013 and held it in 14 quarters.
  • HL Financial Services's Vanguard Long-Term Bond ETF position peaked at $7.24M in Q4 2015.
  • 119 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2017.

Based on HL Financial Services's 13F filing for Q1 2017, filed 8 May 2017.