Searle & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Searle & Co’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
2015 Q2	–	Sell	-650	Closed	-$52K	–	330
2015 Q1	$52K	Hold	650	–	–	0.04%	169
2014 Q4	$51K	Buy	+650	New	+$52.2K	0.04%	196

Other funds holding BSV

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Searle & Co's BSV Position: Q2 2015 in Review

Searle & Co sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2015, closing a stake of 650 shares — an estimated $52K sold.

Searle & Co first reported a position in BSV in Q4 2014 and held it in 2 quarters. The position peaked at $52K in Q1 2015. 418 funds tracked by Wall St. Rank hold BSV as of Q2 2015.

Searle & Co reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2015 after selling out during the quarter.
Searle & Co sold 650 Vanguard Short-Term Bond ETF shares in Q2 2015, an estimated $52K.
Searle & Co first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and held it in 2 quarters.
Searle & Co's Vanguard Short-Term Bond ETF position peaked at $52K in Q1 2015.
418 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2015.

Based on Searle & Co's 13F filing for Q2 2015, filed 29 Sep 2015.