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Mountain Capital Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-1,905
Closed -$152K – 90
2017
Q3 		$152K Hold
1,905
– – 0.14% 39
2017
Q2 		$152K Buy
+1,905
New +$152K 0.15% 45

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Mountain Capital Investment Advisors's BSV Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2017, closing a stake of 1,905 shares — an estimated $152K sold.

Mountain Capital Investment Advisors first reported a position in BSV in Q2 2017 and held it in 2 quarters. The position peaked at $152K in Q3 2017. 649 funds tracked by Wall St. Rank hold BSV as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,905 Vanguard Short-Term Bond ETF shares in Q4 2017, an estimated $152K.
  • Mountain Capital Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $152K in Q3 2017.
  • 649 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.