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Rikoon Group’s Vanguard Total Bond Market BND Stock Holding History

Rikoon Group’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,089
Closed -$512K – 168
2016
Q3 		$512K Buy
+6,089
New +$513K 0.41% 72

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rikoon Group's BND Position: Q4 2016 in Review

Rikoon Group sold out of Vanguard Total Bond Market (BND) in Q4 2016, closing a stake of 6,089 shares — an estimated $512K sold.

Rikoon Group first reported a position in BND in Q3 2016 and held it in 1 quarter. The position peaked at $512K in Q3 2016. 572 funds tracked by Wall St. Rank hold BND as of Q4 2016.

  • Rikoon Group reported no remaining Vanguard Total Bond Market position as of Q4 2016 after selling out during the quarter.
  • Rikoon Group sold 6,089 Vanguard Total Bond Market shares in Q4 2016, an estimated $512K.
  • Rikoon Group first reported a position in Vanguard Total Bond Market in Q3 2016 and held it in 1 quarter.
  • Rikoon Group's Vanguard Total Bond Market position peaked at $512K in Q3 2016.
  • 572 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2016.

Based on Rikoon Group's 13F filing for Q4 2016, filed 13 Feb 2017.