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Tower Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Tower Trust’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,450
Closed -$205K – 170
2013
Q3 		$205K Sell
2,450
-875
-26% -$72.5K 0.14% 151
2013
Q2 		$278K Buy
+3,325
New +$289K 0.2% 115

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return

Tower Trust's BIV Position: Q4 2013 in Review

Tower Trust sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2013, closing a stake of 2,450 shares — an estimated $205K sold.

Tower Trust first reported a position in BIV in Q2 2013 and held it in 2 quarters. The position peaked at $278K in Q2 2013. 161 funds tracked by Wall St. Rank hold BIV as of Q4 2013.

  • Tower Trust reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Tower Trust sold 2,450 Vanguard Intermediate-Term Bond ETF shares in Q4 2013, an estimated $205K.
  • Tower Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 2 quarters.
  • Tower Trust's Vanguard Intermediate-Term Bond ETF position peaked at $278K in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2013.

Based on Tower Trust's 13F filing for Q4 2013, filed 14 Jan 2014.