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Sanders Morris Harris’s Vanguard Total Bond Market BND Stock Holding History

Sanders Morris Harris’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
2016
Q4 		– Sell
-2,011
Closed -$371K – 130
2016
Q3 		$371K Sell
2,011
-2,370
-54% -$199K 0.11% 105
2016
Q2 		$369K Sell
4,381
-11,839
-73% -$984K 0.09% 168
2016
Q1 		$621K Buy
+16,220
New +$1.33M 0.11% 171

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Sanders Morris Harris sold out of Vanguard Total Bond Market (BND) in Q4 2016, closing a stake of 2,011 shares — an estimated $371K sold.

Sanders Morris Harris first reported a position in BND in Q1 2016 and held it in 3 quarters. The position peaked at $621K in Q1 2016. 572 funds tracked by Wall St. Rank hold BND as of Q4 2016.

  • Sanders Morris Harris reported no remaining Vanguard Total Bond Market position as of Q4 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 2,011 Vanguard Total Bond Market shares in Q4 2016, an estimated $371K.
  • Sanders Morris Harris first reported a position in Vanguard Total Bond Market in Q1 2016 and held it in 3 quarters.
  • Sanders Morris Harris's Vanguard Total Bond Market position peaked at $621K in Q1 2016.
  • 572 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2016.

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