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John Overdeck’s Vanguard Total Bond Market BND Stock Holding History

John Overdeck’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,714
Closed -$300K – 2180
2013
Q3 		$300K Buy
+3,714
New +$299K ﹤0.01% 1502

Other funds holding BND

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

John Overdeck's BND Position: Q4 2013 in Review

John Overdeck sold out of Vanguard Total Bond Market (BND) in Q4 2013, closing a stake of 3,714 shares — an estimated $300K sold.

John Overdeck first reported a position in BND in Q3 2013 and held it in 1 quarter. The position peaked at $300K in Q3 2013. 319 funds tracked by Wall St. Rank hold BND as of Q4 2013.

  • John Overdeck reported no remaining Vanguard Total Bond Market position as of Q4 2013 after selling out during the quarter.
  • John Overdeck sold 3,714 Vanguard Total Bond Market shares in Q4 2013, an estimated $300K.
  • John Overdeck first reported a position in Vanguard Total Bond Market in Q3 2013 and held it in 1 quarter.
  • John Overdeck's Vanguard Total Bond Market position peaked at $300K in Q3 2013.
  • 319 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2013.

Based on Two Sigma Investments's 13F filing for Q4 2013, filed 14 Feb 2014.