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Jefferies Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Jefferies Group’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
2018
Q1 		– Sell
-4,158
Closed -$349K – 2254
2017
Q4 		$349K Buy
+4,158
New +$350K ﹤0.01% 1932
2014
Q1 		– Sell
-90
Closed -$7K – 2033
2013
Q4 		$7K Buy
+90
New +$7.51K ﹤0.01% 1820

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Jefferies Group's BIV Position: Q1 2018 in Review

Jefferies Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2018, closing a stake of 4,158 shares — an estimated $349K sold.

Jefferies Group first reported a position in BIV in Q4 2013 and held it in 2 quarters. The position peaked at $349K in Q4 2017. 400 funds tracked by Wall St. Rank hold BIV as of Q1 2018.

  • Jefferies Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Jefferies Group sold 4,158 Vanguard Intermediate-Term Bond ETF shares in Q1 2018, an estimated $349K.
  • Jefferies Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and held it in 2 quarters.
  • Jefferies Group's Vanguard Intermediate-Term Bond ETF position peaked at $349K in Q4 2017.
  • 400 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2018.

Based on Jefferies Group's 13F filing for Q1 2018, filed 15 May 2018.