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HM Payson & Co’s Vanguard Long-Term Bond ETF BLV Stock Holding History

HM Payson & Co’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
2020
Q4 		– Sell
-54
Closed -$6K – 1090
2020
Q3 		$6K Hold
54
– – ﹤0.01% 875
2020
Q2 		$6K Hold
54
– – ﹤0.01% 782
2020
Q1 		$6K Buy
+54
New +$5.64K ﹤0.01% 788

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HM Payson & Co's BLV Position: Q4 2020 in Review

HM Payson & Co sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2020, closing a stake of 54 shares — an estimated $6K sold.

HM Payson & Co first reported a position in BLV in Q1 2020 and held it in 3 quarters. The position peaked at $6K in Q3 2020. 267 funds tracked by Wall St. Rank hold BLV as of Q4 2020.

  • HM Payson & Co reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • HM Payson & Co sold 54 Vanguard Long-Term Bond ETF shares in Q4 2020, an estimated $6K.
  • HM Payson & Co first reported a position in Vanguard Long-Term Bond ETF in Q1 2020 and held it in 3 quarters.
  • HM Payson & Co's Vanguard Long-Term Bond ETF position peaked at $6K in Q3 2020.
  • 267 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2020.

Based on HM Payson & Co's 13F filing for Q4 2020, filed 10 Mar 2021.