VAM
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Verity Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Verity Asset Management’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,081
Closed -$200K – 93
2015
Q1 		$200K Buy
+2,081
New +$201K 0.19% 74

Other funds holding BLV

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

Verity Asset Management's BLV Position: Q2 2015 in Review

Verity Asset Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2015, closing a stake of 2,081 shares — an estimated $200K sold.

Verity Asset Management first reported a position in BLV in Q1 2015 and held it in 1 quarter. The position peaked at $200K in Q1 2015. 77 funds tracked by Wall St. Rank hold BLV as of Q2 2015.

  • Verity Asset Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Verity Asset Management sold 2,081 Vanguard Long-Term Bond ETF shares in Q2 2015, an estimated $200K.
  • Verity Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2015 and held it in 1 quarter.
  • Verity Asset Management's Vanguard Long-Term Bond ETF position peaked at $200K in Q1 2015.
  • 77 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2015.

Based on Verity Asset Management's 13F filing for Q2 2015, filed 13 Aug 2015.