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Placemark Investments’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Placemark Investments’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$839K Buy
8,892
+4,516
+103% +$417K 0.01% 964
2014
Q3 		$396K Buy
4,376
+790
+22% +$71.3K 0.01% 1268
2014
Q2 		$323K Buy
3,586
+169
+5% +$15K 0.01% 1357
2014
Q1 		$296K Sell
3,417
-3,634
-52% -$309K 0.01% 1347
2013
Q4 		$575K Buy
7,051
+2,206
+46% +$183K 0.01% 1068
2013
Q3 		$402K Buy
+4,845
New +$402K 0.01% 1202

Other funds holding BLV

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
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
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Placemark Investments's BLV Position: Q4 2014 in Review

Placemark Investments increased its Vanguard Long-Term Bond ETF (BLV) stake by 103% in Q4 2014, buying an estimated $417K and bringing the position to 8,892 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #964.

Placemark Investments first reported a position in BLV in Q3 2013 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold BLV as of Q4 2014.

  • Placemark Investments held 8,892 shares of Vanguard Long-Term Bond ETF worth $839K as of Q4 2014.
  • Placemark Investments bought 4,516 Vanguard Long-Term Bond ETF shares in Q4 2014, an estimated $417K.
  • Vanguard Long-Term Bond ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #964 holding.
  • Placemark Investments first reported a position in Vanguard Long-Term Bond ETF in Q3 2013 and has held it in 6 quarters since.
  • 71 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.