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Sanders Morris Harris’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sanders Morris Harris’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
2016
Q4 		– Sell
-4,394
Closed -$386K – 129
2016
Q3 		$386K Sell
4,394
-13,638
-76% -$1.2M 0.12% 103
2016
Q2 		$1.59M Sell
18,032
-73,059
-80% -$6.32M 0.37% 66
2016
Q1 		$7.86M Buy
+91,091
New +$7.72M 1.35% 10

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Sanders Morris Harris's BIV Position: Q4 2016 in Review

Sanders Morris Harris sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2016, closing a stake of 4,394 shares — an estimated $386K sold.

Sanders Morris Harris first reported a position in BIV in Q1 2016 and held it in 3 quarters. The position peaked at $7.86M in Q1 2016. 326 funds tracked by Wall St. Rank hold BIV as of Q4 2016.

  • Sanders Morris Harris reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 4,394 Vanguard Intermediate-Term Bond ETF shares in Q4 2016, an estimated $386K.
  • Sanders Morris Harris first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and held it in 3 quarters.
  • Sanders Morris Harris's Vanguard Intermediate-Term Bond ETF position peaked at $7.86M in Q1 2016.
  • 326 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2016.

Based on Sanders Morris Harris's 13F filing for Q4 2016, filed 24 Jan 2017.