MCIA
VCSH icon

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

Mountain Capital Investment Advisors’s Portfolio VCSH Stock Details VCSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-896
Closed -$72K – 409
2017
Q3 		$72K Hold
896
– – 0.06% 87
2017
Q2 		$72K Buy
+896
New +$71.6K 0.07% 106

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2017, closing a stake of 896 shares — an estimated $72K sold.

Mountain Capital Investment Advisors first reported a position in VCSH in Q2 2017 and held it in 2 quarters. The position peaked at $72K in Q3 2017. 665 funds tracked by Wall St. Rank hold VCSH as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 896 Vanguard Short-Term Corporate Bond ETF shares in Q4 2017, an estimated $72K.
  • Mountain Capital Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $72K in Q3 2017.
  • 665 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2017.

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