SFSIG
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San Francisco Sentry Investment Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

San Francisco Sentry Investment Group’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-225
Closed -$20K – 987
2018
Q3 		$20K Hold
225
– – 0.01% 503
2018
Q2 		$20K Hold
225
– – 0.01% 491
2018
Q1 		$20K Buy
+225
New +$20.5K 0.01% 578

Other funds holding BLV

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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

San Francisco Sentry Investment Group's BLV Position: Q4 2018 in Review

San Francisco Sentry Investment Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2018, closing a stake of 225 shares — an estimated $20K sold.

San Francisco Sentry Investment Group first reported a position in BLV in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 154 funds tracked by Wall St. Rank hold BLV as of Q4 2018.

  • San Francisco Sentry Investment Group reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 225 Vanguard Long-Term Bond ETF shares in Q4 2018, an estimated $20K.
  • San Francisco Sentry Investment Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and held it in 3 quarters.
  • San Francisco Sentry Investment Group's Vanguard Long-Term Bond ETF position peaked at $20K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2018, filed 30 Jan 2019.