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McAdams Wright Ragen’s Vanguard Short-Term Bond ETF BSV Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$308K Buy
3,856
+1,201
+45% +$96.3K 0.02% 333
2014
Q2 		$213K Hold
2,655
– – 0.01% 360
2014
Q1 		$212K Sell
2,655
-362
-12% -$29K 0.01% 340
2013
Q4 		$241K Hold
3,017
– – 0.02% 317
2013
Q3 		$242K Sell
3,017
-226
-7% -$18.1K 0.02% 292
2013
Q2 		$260K Buy
+3,243
New +$262K 0.02% 291

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

McAdams Wright Ragen's BSV Position: Q3 2014 in Review

McAdams Wright Ragen increased its Vanguard Short-Term Bond ETF (BSV) stake by 45% in Q3 2014, buying an estimated $96.3K and bringing the position to 3,856 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #333.

McAdams Wright Ragen first reported a position in BSV in Q2 2013 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold BSV as of Q3 2014.

  • McAdams Wright Ragen held 3,856 shares of Vanguard Short-Term Bond ETF worth $308K as of Q3 2014.
  • McAdams Wright Ragen bought 1,201 Vanguard Short-Term Bond ETF shares in Q3 2014, an estimated $96.3K.
  • Vanguard Short-Term Bond ETF made up 0.02% of McAdams Wright Ragen's portfolio in Q3 2014, its #333 holding.
  • McAdams Wright Ragen first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 6 quarters since.
  • 362 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.