Palo Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Palo Capital’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 Q4	$888K	Buy	11,296 +3,228	+40%	+$252K	0.38%	84
2018 Q3	$630K	Sell	8,068 -24,509	-75%	-$1.91M	0.23%	103
2018 Q2	$2.55M	Sell	32,577 -7,727	-19%	-$604K	0.93%	39
2018 Q1	$3.16M	Buy	+40,304	New	+$3.17M	1.15%	28
2017 Q3	–	Sell	-8,916	Closed	-$712K	–	125
2017 Q2	$712K	Sell	8,916 -351	-4%	-$28K	0.4%	87
2017 Q1	$739K	Buy	+9,267	New	+$738K	0.44%	80

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Palo Capital's BSV Position: Q4 2018 in Review

Palo Capital increased its Vanguard Short-Term Bond ETF (BSV) stake by 40% in Q4 2018, buying an estimated $252K and bringing the position to 11,296 shares worth $888K. The position accounts for 0.38% of the portfolio, ranked #84.

Palo Capital first reported a position in BSV in Q1 2017 and has held it in 6 quarters since. The position peaked at $3.16M in Q1 2018. 706 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

Palo Capital held 11,296 shares of Vanguard Short-Term Bond ETF worth $888K as of Q4 2018.
Palo Capital bought 3,228 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $252K.
Vanguard Short-Term Bond ETF made up 0.38% of Palo Capital's portfolio in Q4 2018, its #84 holding.
Palo Capital first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 6 quarters since.
Palo Capital's Vanguard Short-Term Bond ETF position peaked at $3.16M in Q1 2018.
706 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.