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Stephens Inc’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Stephens Inc’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,223
Closed -$205K – 1157
2020
Q1 		$205K Buy
+1,223
New +$181K 0.01% 885

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Morgan Stanley
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BlackRock
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IWC
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stephens Inc's EDV Position: Q2 2020 in Review

Stephens Inc sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2020, closing a stake of 1,223 shares — an estimated $205K sold.

Stephens Inc first reported a position in EDV in Q1 2020 and held it in 1 quarter. The position peaked at $205K in Q1 2020. 106 funds tracked by Wall St. Rank hold EDV as of Q2 2020.

  • Stephens Inc reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2020 after selling out during the quarter.
  • Stephens Inc sold 1,223 Vanguard World Funds Extended Duration ETF shares in Q2 2020, an estimated $205K.
  • Stephens Inc first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and held it in 1 quarter.
  • Stephens Inc's Vanguard World Funds Extended Duration ETF position peaked at $205K in Q1 2020.
  • 106 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2020.

Based on Stephens Inc's 13F filing for Q2 2020, filed 24 Aug 2020.