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Stuart Chaussee & Associates’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Stuart Chaussee & Associates’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-256,153
Closed -$23.9M – 93
2017
Q2 		$23.9M Sell
256,153
-107
-0% -$9.84K 17.75% 2
2017
Q1 		$23.1M Buy
+256,260
New +$23M 22.7% 2

Other funds holding BLV

Envestnet Asset Management
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Stuart Chaussee & Associates's BLV Position: Q3 2017 in Review

Stuart Chaussee & Associates sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2017, closing a stake of 256,153 shares — an estimated $23.9M sold.

Stuart Chaussee & Associates first reported a position in BLV in Q1 2017 and held it in 2 quarters. The position peaked at $23.9M in Q2 2017. 119 funds tracked by Wall St. Rank hold BLV as of Q3 2017.

  • Stuart Chaussee & Associates reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 256,153 Vanguard Long-Term Bond ETF shares in Q3 2017, an estimated $23.9M.
  • Stuart Chaussee & Associates first reported a position in Vanguard Long-Term Bond ETF in Q1 2017 and held it in 2 quarters.
  • Stuart Chaussee & Associates's Vanguard Long-Term Bond ETF position peaked at $23.9M in Q2 2017.
  • 119 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2017.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2017, filed 31 Oct 2017.