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Investment House LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Investment House LLC’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
2013
Q4 		– Sell
-9,802
Closed -$788K – 146
2013
Q3 		$788K Buy
9,802
+598
+6% +$47.9K 0.16% 93
2013
Q2 		$737K Buy
+9,204
New +$743K 0.16% 92

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Investment House LLC's BSV Position: Q4 2013 in Review

Investment House LLC sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2013, closing a stake of 9,802 shares — an estimated $788K sold.

Investment House LLC first reported a position in BSV in Q2 2013 and held it in 2 quarters. The position peaked at $788K in Q3 2013. 340 funds tracked by Wall St. Rank hold BSV as of Q4 2013.

  • Investment House LLC reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Investment House LLC sold 9,802 Vanguard Short-Term Bond ETF shares in Q4 2013, an estimated $788K.
  • Investment House LLC first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 2 quarters.
  • Investment House LLC's Vanguard Short-Term Bond ETF position peaked at $788K in Q3 2013.
  • 340 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2013.

Based on Investment House LLC's 13F filing for Q4 2013, filed 6 Feb 2014.