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Lesa Sroufe & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lesa Sroufe & Co’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
2018
Q4 		– Sell
-4,254
Closed -$332K – 58
2018
Q3 		$332K Hold
4,254
– – 0.25% 51
2018
Q2 		$333K Buy
+4,254
New +$332K 0.25% 46

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Lesa Sroufe & Co's BSV Position: Q4 2018 in Review

Lesa Sroufe & Co sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2018, closing a stake of 4,254 shares — an estimated $332K sold.

Lesa Sroufe & Co first reported a position in BSV in Q2 2018 and held it in 2 quarters. The position peaked at $333K in Q2 2018. 706 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

  • Lesa Sroufe & Co reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Lesa Sroufe & Co sold 4,254 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $332K.
  • Lesa Sroufe & Co first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and held it in 2 quarters.
  • Lesa Sroufe & Co's Vanguard Short-Term Bond ETF position peaked at $333K in Q2 2018.
  • 706 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on Lesa Sroufe & Co's 13F filing for Q4 2018, filed 30 Jan 2019.