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Strategic Capital Alternatives’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		– Sell
-512
Closed -$41K – 325
2015
Q2 		$41K Buy
+512
New +$41.1K 0.01% 309
2015
Q1 		– Sell
-21,251
Closed -$1.7M – 283
2014
Q4 		$1.7M Buy
21,251
+7,002
+49% +$562K 0.66% 62
2014
Q3 		$1.14M Buy
+14,249
New +$1.14M 0.4% 73

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Capital Alternatives's BSV Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2015, closing a stake of 512 shares — an estimated $41K sold.

Strategic Capital Alternatives first reported a position in BSV in Q3 2014 and held it in 3 quarters. The position peaked at $1.7M in Q4 2014. 434 funds tracked by Wall St. Rank hold BSV as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 512 Vanguard Short-Term Bond ETF shares in Q3 2015, an estimated $41K.
  • Strategic Capital Alternatives first reported a position in Vanguard Short-Term Bond ETF in Q3 2014 and held it in 3 quarters.
  • Strategic Capital Alternatives's Vanguard Short-Term Bond ETF position peaked at $1.7M in Q4 2014.
  • 434 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.