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Sicart Associates’s Vanguard Total Bond Market BND Stock Holding History

Sicart Associates’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
2018
Q4 		– Sell
-4,141
Closed -$326K – 83
2018
Q3 		$326K Hold
4,141
– – 0.16% 72
2018
Q2 		$329K Buy
+4,141
New +$327K 0.17% 72

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MFRM
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sicart Associates's BND Position: Q4 2018 in Review

Sicart Associates sold out of Vanguard Total Bond Market (BND) in Q4 2018, closing a stake of 4,141 shares — an estimated $326K sold.

Sicart Associates first reported a position in BND in Q2 2018 and held it in 2 quarters. The position peaked at $329K in Q2 2018. 711 funds tracked by Wall St. Rank hold BND as of Q4 2018.

  • Sicart Associates reported no remaining Vanguard Total Bond Market position as of Q4 2018 after selling out during the quarter.
  • Sicart Associates sold 4,141 Vanguard Total Bond Market shares in Q4 2018, an estimated $326K.
  • Sicart Associates first reported a position in Vanguard Total Bond Market in Q2 2018 and held it in 2 quarters.
  • Sicart Associates's Vanguard Total Bond Market position peaked at $329K in Q2 2018.
  • 711 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2018.

Based on Sicart Associates's 13F filing for Q4 2018, filed 22 Jan 2019.