NYLIM
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New York Life Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

New York Life Investment Management’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
2018
Q1 		– Sell
-133,800
Closed -$12.7M – 28
2017
Q4 		$12.7M Buy
133,800
+1,600
+1% +$150K 0.88% 18
2017
Q3 		$12.4M Buy
132,200
+700
+0.5% +$65.5K 1% 18
2017
Q2 		$12.2M Buy
131,500
+300
+0.2% +$27.6K 1.13% 17
2017
Q1 		$11.8M Buy
131,200
+1,900
+1% +$170K 1.47% 16
2016
Q4 		$11.5M Buy
129,300
+4,600
+4% +$423K 1.34% 16
2016
Q3 		$12.3M Buy
124,700
+1,100
+0.9% +$109K 1.35% 15
2016
Q2 		$12.1M Buy
123,600
+2,100
+2% +$198K 1.35% 20
2016
Q1 		$11.3M Sell
121,500
-1,800
-1% -$162K 1.69% 17
2015
Q4 		$10.7M Buy
123,300
+2,000
+2% +$177K 1.59% 22
2015
Q3 		$10.8M Sell
121,300
-800
-0.7% -$71.1K 1.01% 29
2015
Q2 		$10.7M Buy
122,100
+2,900
+2% +$265K 1.21% 22
2015
Q1 		$11.5M Buy
119,200
+7,900
+7% +$761K 1.29% 21
2014
Q4 		$10.5M Buy
+111,300
New +$10.3M 1.26% 24

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

New York Life Investment Management's BLV Position: Q1 2018 in Review

New York Life Investment Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2018, closing a stake of 133,800 shares — an estimated $12.7M sold.

New York Life Investment Management first reported a position in BLV in Q4 2014 and held it in 13 quarters. The position peaked at $12.7M in Q4 2017. 154 funds tracked by Wall St. Rank hold BLV as of Q1 2018.

  • New York Life Investment Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • New York Life Investment Management sold 133,800 Vanguard Long-Term Bond ETF shares in Q1 2018, an estimated $12.7M.
  • New York Life Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2014 and held it in 13 quarters.
  • New York Life Investment Management's Vanguard Long-Term Bond ETF position peaked at $12.7M in Q4 2017.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2018.

Based on New York Life Investment Management's 13F filing for Q1 2018, filed 14 May 2018.