Vontobel Swiss Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,557	Closed	-$215K	–	70
2016 Q3	$215K	Buy	+2,557	New	+$215K	0.12%	70
2016 Q2	–	Sell	-2,557	Closed	-$212K	–	75
2016 Q1	$212K	Hold	2,557	–	–	0.11%	67
2015 Q4	$207K	Hold	2,557	–	–	0.12%	55
2015 Q3	$205K	Buy	+2,557	New	+$208K	0.14%	47

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's BND Position: Q4 2016 in Review

Vontobel Swiss Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2016, closing a stake of 2,557 shares — an estimated $215K sold.

Vontobel Swiss Wealth Advisors first reported a position in BND in Q3 2015 and held it in 4 quarters. The position peaked at $215K in Q3 2016. 571 funds tracked by Wall St. Rank hold BND as of Q4 2016.

Vontobel Swiss Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2016 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 2,557 Vanguard Total Bond Market shares in Q4 2016, an estimated $215K.
Vontobel Swiss Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2015 and held it in 4 quarters.
Vontobel Swiss Wealth Advisors's Vanguard Total Bond Market position peaked at $215K in Q3 2016.
571 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2016.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.