Oak Point Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Oak Point Wealth Management’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
2018 Q1	$35K	Sell	443 -2,919	-87%	-$229K	0.04%	114
2017 Q4	$258K	Buy	+3,362	New	+$267K	0.25%	86

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Oak Point Wealth Management's BSV Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 87% in Q1 2018, selling an estimated $229K and leaving 443 shares worth $35K. The position accounts for 0.04% of the portfolio, ranked #114.

Oak Point Wealth Management first reported a position in BSV in Q4 2017 and has held it in 2 quarters since. The position peaked at $258K in Q4 2017. 660 funds tracked by Wall St. Rank hold BSV as of Q1 2018.

Oak Point Wealth Management held 443 shares of Vanguard Short-Term Bond ETF worth $35K as of Q1 2018.
Oak Point Wealth Management sold 2,919 Vanguard Short-Term Bond ETF shares in Q1 2018, an estimated $229K.
Vanguard Short-Term Bond ETF made up 0.04% of Oak Point Wealth Management's portfolio in Q1 2018, its #114 holding.
Oak Point Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's Vanguard Short-Term Bond ETF position peaked at $258K in Q4 2017.
660 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.