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Sanders Morris Harris’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sanders Morris Harris’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,251
Closed -$342K – 132
2016
Q3 		$342K Sell
4,251
-10,194
-71% -$824K 0.1% 108
2016
Q2 		$1.17M Sell
14,445
-67,121
-82% -$5.41M 0.27% 82
2016
Q1 		$6.58M Buy
+81,566
New +$6.54M 1.13% 18

Other funds holding BSV

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Sanders Morris Harris sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2016, closing a stake of 4,251 shares — an estimated $342K sold.

Sanders Morris Harris first reported a position in BSV in Q1 2016 and held it in 3 quarters. The position peaked at $6.58M in Q1 2016. 554 funds tracked by Wall St. Rank hold BSV as of Q4 2016.

  • Sanders Morris Harris reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 4,251 Vanguard Short-Term Bond ETF shares in Q4 2016, an estimated $342K.
  • Sanders Morris Harris first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and held it in 3 quarters.
  • Sanders Morris Harris's Vanguard Short-Term Bond ETF position peaked at $6.58M in Q1 2016.
  • 554 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2016.

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