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Prime Capital Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Prime Capital Investment Advisors’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
2018
Q4 		– Sell
-303
Closed -$26K – 360
2018
Q3 		$26K Sell
303
-240
-44% -$21.2K 0.01% 216
2018
Q2 		$48K Buy
+543
New +$48.1K 0.02% 203

Other funds holding BLV

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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

Prime Capital Investment Advisors's BLV Position: Q4 2018 in Review

Prime Capital Investment Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2018, closing a stake of 303 shares — an estimated $26K sold.

Prime Capital Investment Advisors first reported a position in BLV in Q2 2018 and held it in 2 quarters. The position peaked at $48K in Q2 2018. 154 funds tracked by Wall St. Rank hold BLV as of Q4 2018.

  • Prime Capital Investment Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 303 Vanguard Long-Term Bond ETF shares in Q4 2018, an estimated $26K.
  • Prime Capital Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2018 and held it in 2 quarters.
  • Prime Capital Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $48K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2018.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.