Occidental Asset Management’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Occidental Asset Management’s Portfolio VNLA Stock Details VNLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,000	Closed	-$401K	–	161
2018 Q3	$401K	Hold	8,000	–	–	0.2%	105
2018 Q2	$401K	Hold	8,000	–	–	0.21%	93
2018 Q1	$401K	Buy	+8,000	New	+$401K	0.22%	86

Other funds holding VNLA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Occidental Asset Management's VNLA Position: Q4 2018 in Review

Occidental Asset Management sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q4 2018, closing a stake of 8,000 shares — an estimated $401K sold.

Occidental Asset Management first reported a position in VNLA in Q1 2018 and held it in 3 quarters. The position peaked at $401K in Q3 2018. 62 funds tracked by Wall St. Rank hold VNLA as of Q4 2018.

Occidental Asset Management reported no remaining Janus Henderson Short Duration Income ETF position as of Q4 2018 after selling out during the quarter.
Occidental Asset Management sold 8,000 Janus Henderson Short Duration Income ETF shares in Q4 2018, an estimated $401K.
Occidental Asset Management first reported a position in Janus Henderson Short Duration Income ETF in Q1 2018 and held it in 3 quarters.
Occidental Asset Management's Janus Henderson Short Duration Income ETF position peaked at $401K in Q3 2018.
62 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q4 2018.

Based on Occidental Asset Management's 13F filing for Q4 2018, filed 19 Mar 2019.