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Vantage Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Vantage Investment Advisors’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$247K Buy
5,091
+11
+0.2% +$538 0.05% 136
2018
Q2 		$248K Sell
5,080
-46
-0.9% -$2.25K 0.06% 128
2018
Q1 		$252K Sell
5,126
-888
-15% -$43.9K 0.06% 126
2017
Q4 		$302K Buy
6,014
+5,453
+972% +$274K 0.07% 128
2017
Q3 		$28K Buy
+561
New +$28.3K 0.01% 374

Other funds holding FBND

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vantage Investment Advisors's FBND Position: Q3 2018 in Review

Vantage Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 0.22% in Q3 2018, buying an estimated $538 and bringing the position to 5,091 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #136.

Vantage Investment Advisors first reported a position in FBND in Q3 2017 and has held it in 5 quarters since. The position peaked at $302K in Q4 2017. 64 funds tracked by Wall St. Rank hold FBND as of Q3 2018.

  • Vantage Investment Advisors held 5,091 shares of Fidelity Total Bond ETF worth $247K as of Q3 2018.
  • Vantage Investment Advisors bought 11 Fidelity Total Bond ETF shares in Q3 2018, an estimated $538.
  • Fidelity Total Bond ETF made up 0.05% of Vantage Investment Advisors's portfolio in Q3 2018, its #136 holding.
  • Vantage Investment Advisors first reported a position in Fidelity Total Bond ETF in Q3 2017 and has held it in 5 quarters since.
  • Vantage Investment Advisors's Fidelity Total Bond ETF position peaked at $302K in Q4 2017.
  • 64 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.