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Placemark Investments’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Placemark Investments’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-12,057
Closed -$872K – 1702
2014
Q3 		$872K Buy
+12,057
New +$865K 0.02% 933

Other funds holding VGLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Placemark Investments's VGLT Position: Q4 2014 in Review

Placemark Investments sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2014, closing a stake of 12,057 shares — an estimated $872K sold.

Placemark Investments first reported a position in VGLT in Q3 2014 and held it in 1 quarter. The position peaked at $872K in Q3 2014. 25 funds tracked by Wall St. Rank hold VGLT as of Q4 2014.

  • Placemark Investments reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 12,057 Vanguard Long-Term Treasury ETF shares in Q4 2014, an estimated $872K.
  • Placemark Investments first reported a position in Vanguard Long-Term Treasury ETF in Q3 2014 and held it in 1 quarter.
  • Placemark Investments's Vanguard Long-Term Treasury ETF position peaked at $872K in Q3 2014.
  • 25 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2014.

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