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JRM Investment Counsel’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

JRM Investment Counsel’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,628
Closed -$235K – 28
2016
Q2 		$235K Buy
+2,628
New +$230K 0.23% 27

Other funds holding VCIT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JRM Investment Counsel's VCIT Position: Q3 2016 in Review

JRM Investment Counsel sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2016, closing a stake of 2,628 shares — an estimated $235K sold.

JRM Investment Counsel first reported a position in VCIT in Q2 2016 and held it in 1 quarter. The position peaked at $235K in Q2 2016. 328 funds tracked by Wall St. Rank hold VCIT as of Q3 2016.

  • JRM Investment Counsel reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • JRM Investment Counsel sold 2,628 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2016, an estimated $235K.
  • JRM Investment Counsel first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2016 and held it in 1 quarter.
  • JRM Investment Counsel's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $235K in Q2 2016.
  • 328 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2016.

Based on JRM Investment Counsel's 13F filing for Q3 2016, filed 3 Nov 2016.