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J.P. Turner & Co Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

J.P. Turner & Co Capital Management’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$979K Buy
11,553
+7,342
+174% +$618K 1.02% 25
2015
Q2 		$357K Buy
4,211
+337
+9% +$28.6K 0.28% 124
2015
Q1 		$336K Buy
+3,874
New +$332K 0.31% 105

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

J.P. Turner & Co Capital Management's BIV Position: Q3 2015 in Review

J.P. Turner & Co Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 174% in Q3 2015, buying an estimated $618K and bringing the position to 11,553 shares worth $979K. The position accounts for 1.02% of the portfolio, ranked #25.

J.P. Turner & Co Capital Management first reported a position in BIV in Q1 2015 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold BIV as of Q3 2015.

  • J.P. Turner & Co Capital Management held 11,553 shares of Vanguard Intermediate-Term Bond ETF worth $979K as of Q3 2015.
  • J.P. Turner & Co Capital Management bought 7,342 Vanguard Intermediate-Term Bond ETF shares in Q3 2015, an estimated $618K.
  • Vanguard Intermediate-Term Bond ETF made up 1.02% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #25 holding.
  • J.P. Turner & Co Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.