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KCM Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

KCM Investment Advisors’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,025
Closed -$383K – 522
2017
Q4 		$383K Buy
+4,025
New +$379K 0.02% 395

Other funds holding BLV

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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

KCM Investment Advisors's BLV Position: Q1 2018 in Review

KCM Investment Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2018, closing a stake of 4,025 shares — an estimated $383K sold.

KCM Investment Advisors first reported a position in BLV in Q4 2017 and held it in 1 quarter. The position peaked at $383K in Q4 2017. 154 funds tracked by Wall St. Rank hold BLV as of Q1 2018.

  • KCM Investment Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 4,025 Vanguard Long-Term Bond ETF shares in Q1 2018, an estimated $383K.
  • KCM Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and held it in 1 quarter.
  • KCM Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $383K in Q4 2017.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2018.

Based on KCM Investment Advisors's 13F filing for Q1 2018, filed 9 May 2018.