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Hochman Cole Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hochman Cole Investment Advisors’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
Q2 		– Sell
-10,953
Closed -$859K – 106
2018
Q1 		$859K Sell
10,953
-1,947
-15% -$153K 0.6% 42
2017
Q4 		$1.02M Buy
+12,900
New +$1.03M 0.64% 39

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Hochman Cole Investment Advisors's BSV Position: Q2 2018 in Review

Hochman Cole Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2018, closing a stake of 10,953 shares — an estimated $859K sold.

Hochman Cole Investment Advisors first reported a position in BSV in Q4 2017 and held it in 2 quarters. The position peaked at $1.02M in Q4 2017. 645 funds tracked by Wall St. Rank hold BSV as of Q2 2018.

  • Hochman Cole Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 10,953 Vanguard Short-Term Bond ETF shares in Q2 2018, an estimated $859K.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 2 quarters.
  • Hochman Cole Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $1.02M in Q4 2017.
  • 645 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2018.

Based on Hochman Cole Investment Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.