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Ken Stern & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ken Stern & Associates’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,506
Closed -$282K – 68
2015
Q1 		$282K Buy
+3,506
New +$281K 0.21% 56

Other funds holding BSV

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ken Stern & Associates's BSV Position: Q2 2015 in Review

Ken Stern & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2015, closing a stake of 3,506 shares — an estimated $282K sold.

Ken Stern & Associates first reported a position in BSV in Q1 2015 and held it in 1 quarter. The position peaked at $282K in Q1 2015. 417 funds tracked by Wall St. Rank hold BSV as of Q2 2015.

  • Ken Stern & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Ken Stern & Associates sold 3,506 Vanguard Short-Term Bond ETF shares in Q2 2015, an estimated $282K.
  • Ken Stern & Associates first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and held it in 1 quarter.
  • Ken Stern & Associates's Vanguard Short-Term Bond ETF position peaked at $282K in Q1 2015.
  • 417 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2015.

Based on Ken Stern & Associates's 13F filing for Q2 2015, filed 18 Nov 2015.