Signature Wealth Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Signature Wealth Management Group’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
2018 Q4	–	Sell	-1,238	Closed	-$97K	–	101
2018 Q3	$97K	Hold	1,238	–	–	0.07%	86
2018 Q2	$97K	Hold	1,238	–	–	0.07%	83
2018 Q1	$97K	Hold	1,238	–	–	0.07%	80
2017 Q4	$98K	Buy	+1,238	New	+$98.4K	0.07%	79

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Signature Wealth Management Group's BSV Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2018, closing a stake of 1,238 shares — an estimated $97K sold.

Signature Wealth Management Group first reported a position in BSV in Q4 2017 and held it in 4 quarters. The position peaked at $98K in Q4 2017. 705 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

Signature Wealth Management Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 1,238 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $97K.
Signature Wealth Management Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Vanguard Short-Term Bond ETF position peaked at $98K in Q4 2017.
705 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.