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Jaffetilchin Investment Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Jaffetilchin Investment Partners’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
2014
Q1 		– Sell
-3,336
Closed -$267K – 192
2013
Q4 		$267K Sell
3,336
-708
-18% -$56.9K 0.13% 153
2013
Q3 		$325K Buy
+4,044
New +$324K 0.19% 103

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Jaffetilchin Investment Partners's BSV Position: Q1 2014 in Review

Jaffetilchin Investment Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2014, closing a stake of 3,336 shares — an estimated $267K sold.

Jaffetilchin Investment Partners first reported a position in BSV in Q3 2013 and held it in 2 quarters. The position peaked at $325K in Q3 2013. 349 funds tracked by Wall St. Rank hold BSV as of Q1 2014.

  • Jaffetilchin Investment Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 3,336 Vanguard Short-Term Bond ETF shares in Q1 2014, an estimated $267K.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2013 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Vanguard Short-Term Bond ETF position peaked at $325K in Q3 2013.
  • 349 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2014.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2014, filed 7 May 2014.