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New York Life Investment Management’s Vanguard Total Bond Market BND Stock Holding History

New York Life Investment Management’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-344,383
Closed -$29M – 45
2016
Q2 		$29M Buy
344,383
+9,200
+3% +$765K 3.24% 9
2016
Q1 		$27.8M Sell
335,183
-3,400
-1% -$278K 4.16% 8
2015
Q4 		$27.3M Buy
338,583
+6,600
+2% +$537K 4.07% 7
2015
Q3 		$27.2M Sell
331,983
-8,400
-2% -$685K 2.54% 9
2015
Q2 		$27.7M Buy
340,383
+4,300
+1% +$354K 3.14% 11
2015
Q1 		$28M Buy
336,083
+1,600
+0.5% +$133K 3.15% 9
2014
Q4 		$27.6M Buy
334,483
+5,200
+2% +$429K 3.3% 8
2014
Q3 		$27M Buy
329,283
+2,900
+0.9% +$238K 4.44% 4
2014
Q2 		$26.8M Buy
326,383
+7,000
+2% +$572K 4.54% 4
2014
Q1 		$25.9M Buy
319,383
+6,100
+2% +$494K 5.48% 4
2013
Q4 		$25.1M Buy
313,283
+7,200
+2% +$581K 6.26% 3
2013
Q3 		$24.8M Buy
306,083
+6,500
+2% +$523K 7.61% 2
2013
Q2 		$24.2M Buy
+299,583
New +$24.8M 7.73% 3

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

New York Life Investment Management's BND Position: Q3 2016 in Review

New York Life Investment Management sold out of Vanguard Total Bond Market (BND) in Q3 2016, closing a stake of 344,383 shares — an estimated $29M sold.

New York Life Investment Management first reported a position in BND in Q2 2013 and held it in 13 quarters. The position peaked at $29M in Q2 2016. 522 funds tracked by Wall St. Rank hold BND as of Q3 2016.

  • New York Life Investment Management reported no remaining Vanguard Total Bond Market position as of Q3 2016 after selling out during the quarter.
  • New York Life Investment Management sold 344,383 Vanguard Total Bond Market shares in Q3 2016, an estimated $29M.
  • New York Life Investment Management first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 13 quarters.
  • New York Life Investment Management's Vanguard Total Bond Market position peaked at $29M in Q2 2016.
  • 522 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2016.

Based on New York Life Investment Management's 13F filing for Q3 2016, filed 8 Nov 2016.