Salient Private Client’s Vanguard Total Bond Market BND Stock Holding History

Salient Private Client’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
2018 Q3	$1.4M	Buy	17,796 +135	+0.8%	+$10.7K	0.27%	65
2018 Q2	$1.4M	Buy	17,661 +75	+0.4%	+$5.93K	0.24%	82
2018 Q1	$1.41M	Sell	17,586 -48,671	-73%	-$3.9M	0.25%	78
2017 Q4	$5.41M	Buy	+66,257	New	+$5.41M	1.11%	33

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Salient Private Client's BND Position: Q3 2018 in Review

Salient Private Client increased its Vanguard Total Bond Market (BND) stake by 0.76% in Q3 2018, buying an estimated $10.7K and bringing the position to 17,796 shares worth $1.4M. The position accounts for 0.27% of the portfolio, ranked #65.

Salient Private Client first reported a position in BND in Q4 2017 and has held it in 4 quarters since. The position peaked at $5.41M in Q4 2017. 647 funds tracked by Wall St. Rank hold BND as of Q3 2018.

Salient Private Client held 17,796 shares of Vanguard Total Bond Market worth $1.4M as of Q3 2018.
Salient Private Client bought 135 Vanguard Total Bond Market shares in Q3 2018, an estimated $10.7K.
Vanguard Total Bond Market made up 0.27% of Salient Private Client's portfolio in Q3 2018, its #65 holding.
Salient Private Client first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 4 quarters since.
Salient Private Client's Vanguard Total Bond Market position peaked at $5.41M in Q4 2017.
647 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.