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Rocaton Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Rocaton Investment Advisors’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-143,654
Closed -$11.6M – 4
2018
Q2 		$11.6M Hold
143,654
– – 21.29% 2
2018
Q1 		$11.7M Hold
143,654
– – 20.09% 2
2017
Q4 		$12M Buy
+143,654
New +$12.1M 12.67% 3

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Rocaton Investment Advisors's BIV Position: Q3 2018 in Review

Rocaton Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2018, closing a stake of 143,654 shares — an estimated $11.6M sold.

Rocaton Investment Advisors first reported a position in BIV in Q4 2017 and held it in 3 quarters. The position peaked at $12M in Q4 2017. 379 funds tracked by Wall St. Rank hold BIV as of Q3 2018.

  • Rocaton Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Rocaton Investment Advisors sold 143,654 Vanguard Intermediate-Term Bond ETF shares in Q3 2018, an estimated $11.6M.
  • Rocaton Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 3 quarters.
  • Rocaton Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $12M in Q4 2017.
  • 379 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2018.

Based on Rocaton Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.