PCM
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Prelude Capital Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Prelude Capital Management’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,000
Closed -$283K – 1991
2019
Q3 		$283K Hold
2,000
– – 0.01% 678
2019
Q2 		$254K Buy
+2,000
New +$241K 0.01% 660

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prelude Capital Management's EDV Position: Q4 2019 in Review

Prelude Capital Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2019, closing a stake of 2,000 shares — an estimated $283K sold.

Prelude Capital Management first reported a position in EDV in Q2 2019 and held it in 2 quarters. The position peaked at $283K in Q3 2019. 94 funds tracked by Wall St. Rank hold EDV as of Q4 2019.

  • Prelude Capital Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2019 after selling out during the quarter.
  • Prelude Capital Management sold 2,000 Vanguard World Funds Extended Duration ETF shares in Q4 2019, an estimated $283K.
  • Prelude Capital Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2019 and held it in 2 quarters.
  • Prelude Capital Management's Vanguard World Funds Extended Duration ETF position peaked at $283K in Q3 2019.
  • 94 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2019.

Based on Prelude Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.