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Stone Toro Investment Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stone Toro Investment Advisers’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
2013
Q3 		– Sell
-14,117
Closed -$1.13M – 162
2013
Q2 		$1.13M Buy
+14,117
New +$1.14M 0.68% 34

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EFM
Equinox Fund Management Denver, Colorado $187M AUM 0.08% 1-Year Est. Return

Stone Toro Investment Advisers's BSV Position: Q3 2013 in Review

Stone Toro Investment Advisers sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2013, closing a stake of 14,117 shares — an estimated $1.13M sold.

Stone Toro Investment Advisers first reported a position in BSV in Q2 2013 and held it in 1 quarter. The position peaked at $1.13M in Q2 2013. 301 funds tracked by Wall St. Rank hold BSV as of Q3 2013.

  • Stone Toro Investment Advisers reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 14,117 Vanguard Short-Term Bond ETF shares in Q3 2013, an estimated $1.13M.
  • Stone Toro Investment Advisers first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 1 quarter.
  • Stone Toro Investment Advisers's Vanguard Short-Term Bond ETF position peaked at $1.13M in Q2 2013.
  • 301 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2013.

Based on Stone Toro Investment Advisers's 13F filing for Q3 2013, filed 12 Nov 2013.