SAS
EDV icon

Sage Advisory Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sage Advisory Services’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
2018
Q1 		– Sell
-2,160
Closed -$261K – 52
2017
Q4 		$261K Hold
2,160
– – 0.03% 42
2017
Q3 		$252K Buy
+2,160
New +$256K 0.03% 40

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Pension Partners New York $72.6M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

Sage Advisory Services's EDV Position: Q1 2018 in Review

Sage Advisory Services sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2018, closing a stake of 2,160 shares — an estimated $261K sold.

Sage Advisory Services first reported a position in EDV in Q3 2017 and held it in 2 quarters. The position peaked at $261K in Q4 2017. 51 funds tracked by Wall St. Rank hold EDV as of Q1 2018.

  • Sage Advisory Services reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2018 after selling out during the quarter.
  • Sage Advisory Services sold 2,160 Vanguard World Funds Extended Duration ETF shares in Q1 2018, an estimated $261K.
  • Sage Advisory Services first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2017 and held it in 2 quarters.
  • Sage Advisory Services's Vanguard World Funds Extended Duration ETF position peaked at $261K in Q4 2017.
  • 51 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2018.

Based on Sage Advisory Services's 13F filing for Q1 2018, filed 2 May 2018.