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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$1.4M Buy
17,382
+7,126
+69% +$571K 1.45% 13
2015
Q2
$821K Buy
10,256
+559
+6% +$44.9K 0.64% 47
2015
Q1
$777K Buy
9,697
+248
+3% +$19.9K 0.72% 40
2014
Q4
$756K Buy
+9,449
New +$758K 0.73% 37

Other funds holding BSV

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

J.P. Turner & Co Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 69% in Q3 2015, buying an estimated $571K and bringing the position to 17,382 shares worth $1.4M. The position accounts for 1.45% of the portfolio, ranked #13.

J.P. Turner & Co Capital Management first reported a position in BSV in Q4 2014 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold BSV as of Q3 2015.

  • J.P. Turner & Co Capital Management held 17,382 shares of Vanguard Short-Term Bond ETF worth $1.4M as of Q3 2015.
  • J.P. Turner & Co Capital Management bought 7,126 Vanguard Short-Term Bond ETF shares in Q3 2015, an estimated $571K.
  • Vanguard Short-Term Bond ETF made up 1.45% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #13 holding.
  • J.P. Turner & Co Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held Vanguard Short-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.