West Oak Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

West Oak Capital’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
2016 Q4	–	Sell	-73	Closed	-$5.9K	–	347
2016 Q3	$5.9K	Buy	+73	New	+$5.9K	﹤0.01%	311

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

West Oak Capital's BSV Position: Q4 2016 in Review

West Oak Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2016, closing a stake of 73 shares — an estimated $5.9K sold.

West Oak Capital first reported a position in BSV in Q3 2016 and held it in 1 quarter. The position peaked at $5.9K in Q3 2016. 554 funds tracked by Wall St. Rank hold BSV as of Q4 2016.

West Oak Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
West Oak Capital sold 73 Vanguard Short-Term Bond ETF shares in Q4 2016, an estimated $5.9K.
West Oak Capital first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and held it in 1 quarter.
West Oak Capital's Vanguard Short-Term Bond ETF position peaked at $5.9K in Q3 2016.
554 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2016.

Based on West Oak Capital's 13F filing for Q4 2016, filed 4 Jan 2017.