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

HL Financial Services’s Portfolio VCLT Stock Details VCLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-82,600
Closed -$7.46M – 702
2014
Q2 		$7.46M Hold
82,600
– – 0.22% 75
2014
Q1 		$7.21M Buy
+82,600
New +$7.06M 0.22% 73

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MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HL Financial Services's VCLT Position: Q3 2014 in Review

HL Financial Services sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2014, closing a stake of 82,600 shares — an estimated $7.46M sold.

HL Financial Services first reported a position in VCLT in Q1 2014 and held it in 2 quarters. The position peaked at $7.46M in Q2 2014. 56 funds tracked by Wall St. Rank hold VCLT as of Q3 2014.

  • HL Financial Services reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
  • HL Financial Services sold 82,600 Vanguard Long-Term Corporate Bond ETF shares in Q3 2014, an estimated $7.46M.
  • HL Financial Services first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2014 and held it in 2 quarters.
  • HL Financial Services's Vanguard Long-Term Corporate Bond ETF position peaked at $7.46M in Q2 2014.
  • 56 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2014.

Based on HL Financial Services's 13F filing for Q3 2014, filed 27 Oct 2014.