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Nations Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Nations Financial Group’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,230
Closed -$417K – 143
2016
Q3 		$417K Hold
4,230
– – 0.41% 76
2016
Q2 		$415K Buy
+4,230
New +$399K 0.44% 67

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QI
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TAIM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

Nations Financial Group's BLV Position: Q4 2016 in Review

Nations Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2016, closing a stake of 4,230 shares — an estimated $417K sold.

Nations Financial Group first reported a position in BLV in Q2 2016 and held it in 2 quarters. The position peaked at $417K in Q3 2016. 111 funds tracked by Wall St. Rank hold BLV as of Q4 2016.

  • Nations Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Nations Financial Group sold 4,230 Vanguard Long-Term Bond ETF shares in Q4 2016, an estimated $417K.
  • Nations Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2016 and held it in 2 quarters.
  • Nations Financial Group's Vanguard Long-Term Bond ETF position peaked at $417K in Q3 2016.
  • 111 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2016.

Based on Nations Financial Group's 13F filing for Q4 2016, filed 13 Feb 2017.