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Montgomery Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Montgomery Investment Management’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
2013
Q3 		– Sell
-2,925
Closed -$244K – 77
2013
Q2 		$244K Buy
+2,925
New +$254K 0.13% 74

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Montgomery Investment Management's BIV Position: Q3 2013 in Review

Montgomery Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2013, closing a stake of 2,925 shares — an estimated $244K sold.

Montgomery Investment Management first reported a position in BIV in Q2 2013 and held it in 1 quarter. The position peaked at $244K in Q2 2013. 150 funds tracked by Wall St. Rank hold BIV as of Q3 2013.

  • Montgomery Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Montgomery Investment Management sold 2,925 Vanguard Intermediate-Term Bond ETF shares in Q3 2013, an estimated $244K.
  • Montgomery Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 1 quarter.
  • Montgomery Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $244K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2013.

Based on Montgomery Investment Management's 13F filing for Q3 2013, filed 29 Oct 2013.