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Hochman Cole Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Hochman Cole Investment Advisors’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,024
Closed -$240K – 123
2018
Q3 		$240K Hold
4,024
– – 0.15% 95
2018
Q2 		$241K Buy
4,024
+11
+0.3% +$658 0.16% 91
2018
Q1 		$241K Buy
4,013
+13
+0.3% +$781 0.17% 88
2017
Q4 		$241K Buy
+4,000
New +$242K 0.15% 88

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return

Hochman Cole Investment Advisors's VGSH Position: Q4 2018 in Review

Hochman Cole Investment Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2018, closing a stake of 4,024 shares — an estimated $240K sold.

Hochman Cole Investment Advisors first reported a position in VGSH in Q4 2017 and held it in 4 quarters. The position peaked at $241K in Q2 2018. 247 funds tracked by Wall St. Rank hold VGSH as of Q4 2018.

  • Hochman Cole Investment Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 4,024 Vanguard Short-Term Treasury ETF shares in Q4 2018, an estimated $240K.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2017 and held it in 4 quarters.
  • Hochman Cole Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $241K in Q2 2018.
  • 247 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2018.

Based on Hochman Cole Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.