Stanford Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-75,734	Closed	-$6.02M	–	44
2016 Q4	$6.02M	Buy	75,734 +13,397	+21%	+$1.07M	2.93%	9
2016 Q3	$5.04M	Buy	62,337 +6,785	+12%	+$549K	2.37%	11
2016 Q2	$4.5M	Sell	55,552 -31,711	-36%	-$2.56M	2.3%	11
2016 Q1	$7.04M	Sell	87,263 -61,968	-42%	-$4.97M	3.96%	7
2015 Q4	$11.9M	Buy	149,231 +108,072	+263%	+$8.65M	6.47%	4
2015 Q3	$3.31M	Buy	41,159 +27,675	+205%	+$2.22M	2.43%	10
2015 Q2	$1.08M	Sell	13,484 -15,177	-53%	-$1.22M	0.81%	15
2015 Q1	$2.31M	Sell	28,661 -57,288	-67%	-$4.6M	1.84%	10
2014 Q4	$6.87M	Buy	+85,949	New	+$6.9M	5.76%	4

Other funds holding BSV

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

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

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

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

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Stanford Investment Group's BSV Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2017, closing a stake of 75,734 shares — an estimated $6.02M sold.

Stanford Investment Group first reported a position in BSV in Q4 2014 and held it in 9 quarters. The position peaked at $11.9M in Q4 2015. 563 funds tracked by Wall St. Rank hold BSV as of Q1 2017.

Stanford Investment Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 75,734 Vanguard Short-Term Bond ETF shares in Q1 2017, an estimated $6.02M.
Stanford Investment Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Vanguard Short-Term Bond ETF position peaked at $11.9M in Q4 2015.
563 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.