Summit Equities
BNDX icon

Summit Equities’s Vanguard Total International Bond ETF BNDX Stock Holding History

Summit Equities’s Portfolio BNDX Stock Details BNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-7,494
Closed -$397K – 23
2014
Q4 		$397K Buy
+7,494
New +$394K 0.14% 20

Other funds holding BNDX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Curian Capital
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Windhaven Investment Management
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Managed Account Advisors
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Summit Equities's BNDX Position: Q1 2015 in Review

Summit Equities sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2015, closing a stake of 7,494 shares — an estimated $397K sold.

Summit Equities first reported a position in BNDX in Q4 2014 and held it in 1 quarter. The position peaked at $397K in Q4 2014. 160 funds tracked by Wall St. Rank hold BNDX as of Q1 2015.

  • Summit Equities reported no remaining Vanguard Total International Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Summit Equities sold 7,494 Vanguard Total International Bond ETF shares in Q1 2015, an estimated $397K.
  • Summit Equities first reported a position in Vanguard Total International Bond ETF in Q4 2014 and held it in 1 quarter.
  • Summit Equities's Vanguard Total International Bond ETF position peaked at $397K in Q4 2014.
  • 160 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2015.

Based on Summit Equities's 13F filing for Q1 2015, filed 15 May 2015.