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Thomaspartners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Thomaspartners’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
-1,636
Closed -$131K – 143
2013
Q2 		$131K Buy
+1,636
New +$132K 0.01% 148

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
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thomaspartners's BSV Position: Q3 2013 in Review

Thomaspartners sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2013, closing a stake of 1,636 shares — an estimated $131K sold.

Thomaspartners first reported a position in BSV in Q2 2013 and held it in 1 quarter. The position peaked at $131K in Q2 2013. 301 funds tracked by Wall St. Rank hold BSV as of Q3 2013.

  • Thomaspartners reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Thomaspartners sold 1,636 Vanguard Short-Term Bond ETF shares in Q3 2013, an estimated $131K.
  • Thomaspartners first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 1 quarter.
  • Thomaspartners's Vanguard Short-Term Bond ETF position peaked at $131K in Q2 2013.
  • 301 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2013.

Based on Thomaspartners's 13F filing for Q3 2013, filed 14 Nov 2013.