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Perella Weinberg Partners Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Perella Weinberg Partners Capital Management’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-129,237
Closed -$11.2M – 37
2019
Q2 		$11.2M Buy
+129,237
New +$10.9M 0.48% 55

Other funds holding BIV

Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Perella Weinberg Partners Capital Management's BIV Position: Q3 2019 in Review

Perella Weinberg Partners Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2019, closing a stake of 129,237 shares — an estimated $11.2M sold.

Perella Weinberg Partners Capital Management first reported a position in BIV in Q2 2019 and held it in 1 quarter. The position peaked at $11.2M in Q2 2019. 407 funds tracked by Wall St. Rank hold BIV as of Q3 2019.

  • Perella Weinberg Partners Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 129,237 Vanguard Intermediate-Term Bond ETF shares in Q3 2019, an estimated $11.2M.
  • Perella Weinberg Partners Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 1 quarter.
  • Perella Weinberg Partners Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $11.2M in Q2 2019.
  • 407 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2019.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.