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Mercer Investments’s Vanguard Total Bond Market BND Stock Holding History

Mercer Investments’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-887
Closed -$69.8K – 4
2018
Q3 		$69.8K Sell
887
-11,146
-93% -$881K 1.31% 4
2018
Q2 		$953K Sell
12,033
-192,039
-94% -$15.2M 12.52% 3
2018
Q1 		$16.3M Buy
204,072
+1,314
+0.6% +$105K 64.05% 1
2017
Q4 		$16.5M Buy
202,758
+17,018
+9% +$1.39M 44.6% 1
2017
Q3 		$15.2M Sell
185,740
-12,517
-6% -$1.03M 28.44% 2
2017
Q2 		$16.2M Buy
198,257
+27,090
+16% +$2.21M 36.38% 2
2017
Q1 		$13.9M Buy
171,167
+686
+0.4% +$55.5K 26.92% 2
2016
Q4 		$13.8M Sell
170,481
-31,881
-16% -$2.61M 25.15% 2
2016
Q3 		$17M Buy
202,362
+32,431
+19% +$2.73M 9.96% 3
2016
Q2 		$14.3M Sell
169,931
-7,357
-4% -$611K 16.69% 2
2016
Q1 		$14.7M Sell
177,288
-133
-0.1% -$10.9K 14.46% 2
2015
Q4 		$14.3M Buy
177,421
+1,574
+0.9% +$128K 11.46% 2
2015
Q3 		$14.4M Sell
175,847
-89,875
-34% -$7.32M 11.8% 2
2015
Q2 		$21.6M Buy
265,722
+111,671
+72% +$9.18M 14.22% 2
2015
Q1 		$12.8M Buy
+154,051
New +$12.8M 12.03% 2

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Investments's BND Position: Q4 2018 in Review

Mercer Investments sold out of Vanguard Total Bond Market (BND) in Q4 2018, closing a stake of 887 shares — an estimated $69.8K sold.

Mercer Investments first reported a position in BND in Q1 2015 and held it in 15 quarters. The position peaked at $21.6M in Q2 2015. 711 funds tracked by Wall St. Rank hold BND as of Q4 2018.

  • Mercer Investments reported no remaining Vanguard Total Bond Market position as of Q4 2018 after selling out during the quarter.
  • Mercer Investments sold 887 Vanguard Total Bond Market shares in Q4 2018, an estimated $69.8K.
  • Mercer Investments first reported a position in Vanguard Total Bond Market in Q1 2015 and held it in 15 quarters.
  • Mercer Investments's Vanguard Total Bond Market position peaked at $21.6M in Q2 2015.
  • 711 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2018.

Based on Mercer Investments's 13F filing for Q4 2018, filed 13 Feb 2019.