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Legacy Capital Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Legacy Capital Partners’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,331
Closed -$790K – 116
2017
Q3 		$790K Sell
9,331
-525
-5% -$44.6K 0.42% 62
2017
Q2 		$833K Sell
9,856
-214
-2% -$18.1K 0.45% 59
2017
Q1 		$842K Sell
10,070
-8
-0.1% -$666 0.47% 57
2016
Q4 		$838K Sell
10,078
-770
-7% -$65.4K 0.51% 58
2016
Q3 		$951K Hold
10,848
– – 0.6% 53
2016
Q2 		$956K Buy
10,848
+953
+10% +$82.4K 0.59% 56
2016
Q1 		$854K Buy
9,895
+125
+1% +$10.6K 0.55% 57
2015
Q4 		$812K Sell
9,770
-170
-2% -$14.3K 0.52% 58
2015
Q3 		$844K Buy
9,940
+57
+0.6% +$4.8K 0.57% 60
2015
Q2 		$829K Buy
9,883
+345
+4% +$29.3K 0.54% 64
2015
Q1 		$823K Buy
9,538
+1,219
+15% +$105K 0.52% 64
2014
Q4 		$705K Buy
8,319
+4,094
+97% +$348K 0.45% 64
2014
Q3 		$356K Buy
4,225
+730
+21% +$61.7K 0.24% 80
2014
Q2 		$296K Buy
+3,495
New +$294K 0.19% 95

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Legacy Capital Partners's BIV Position: Q4 2017 in Review

Legacy Capital Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2017, closing a stake of 9,331 shares — an estimated $790K sold.

Legacy Capital Partners first reported a position in BIV in Q2 2014 and held it in 14 quarters. The position peaked at $956K in Q2 2016. 406 funds tracked by Wall St. Rank hold BIV as of Q4 2017.

  • Legacy Capital Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Legacy Capital Partners sold 9,331 Vanguard Intermediate-Term Bond ETF shares in Q4 2017, an estimated $790K.
  • Legacy Capital Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2014 and held it in 14 quarters.
  • Legacy Capital Partners's Vanguard Intermediate-Term Bond ETF position peaked at $956K in Q2 2016.
  • 406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2017.

Based on Legacy Capital Partners's 13F filing for Q4 2017, filed 7 Feb 2018.