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

Turner Investments’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
-200
Closed -$16K – 602
2013
Q2 		$16K Buy
+200
New +$16.1K ﹤0.01% 654

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 22.9% 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

Turner Investments's BSV Position: Q3 2013 in Review

Turner Investments sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2013, closing a stake of 200 shares — an estimated $16K sold.

Turner Investments first reported a position in BSV in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 301 funds tracked by Wall St. Rank hold BSV as of Q3 2013.

  • Turner Investments reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Turner Investments sold 200 Vanguard Short-Term Bond ETF shares in Q3 2013, an estimated $16K.
  • Turner Investments first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 1 quarter.
  • Turner Investments's Vanguard Short-Term Bond ETF position peaked at $16K in Q2 2013.
  • 301 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2013.

Based on Turner Investments's 13F filing for Q3 2013, filed 12 Nov 2013.