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Relative Value Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Relative Value Partners’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-8,287
Closed -$688K – 90
2013
Q2 		$688K Buy
+8,287
New +$720K 0.11% 46

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Relative Value Partners's VCIT Position: Q3 2013 in Review

Relative Value Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2013, closing a stake of 8,287 shares — an estimated $688K sold.

Relative Value Partners first reported a position in VCIT in Q2 2013 and held it in 1 quarter. The position peaked at $688K in Q2 2013. 147 funds tracked by Wall St. Rank hold VCIT as of Q3 2013.

  • Relative Value Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Relative Value Partners sold 8,287 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2013, an estimated $688K.
  • Relative Value Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • Relative Value Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $688K in Q2 2013.
  • 147 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2013.

Based on Relative Value Partners's 13F filing for Q3 2013, filed 14 Nov 2013.