KJHP
EDV icon

K.J. Harrison & Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

K.J. Harrison & Partners’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,000
Closed -$1.13M – 194
2019
Q3 		$1.13M Buy
+8,000
New +$1.09M 0.31% 88

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

K.J. Harrison & Partners's EDV Position: Q4 2019 in Review

K.J. Harrison & Partners sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2019, closing a stake of 8,000 shares — an estimated $1.13M sold.

K.J. Harrison & Partners first reported a position in EDV in Q3 2019 and held it in 1 quarter. The position peaked at $1.13M in Q3 2019. 94 funds tracked by Wall St. Rank hold EDV as of Q4 2019.

  • K.J. Harrison & Partners reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2019 after selling out during the quarter.
  • K.J. Harrison & Partners sold 8,000 Vanguard World Funds Extended Duration ETF shares in Q4 2019, an estimated $1.13M.
  • K.J. Harrison & Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2019 and held it in 1 quarter.
  • K.J. Harrison & Partners's Vanguard World Funds Extended Duration ETF position peaked at $1.13M in Q3 2019.
  • 94 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2019.

Based on K.J. Harrison & Partners's 13F filing for Q4 2019, filed 27 Jan 2020.