Westover Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Westover Capital Advisors’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
2017 Q3	–	Sell	-4,244	Closed	-$339K	–	117
2017 Q2	$339K	Sell	4,244 -199	-4%	-$15.9K	0.22%	81
2017 Q1	$354K	Sell	4,443 -396	-8%	-$31.5K	0.24%	83
2016 Q4	$384K	Sell	4,839 -302	-6%	-$24.2K	0.27%	78
2016 Q3	$416K	Sell	5,141 -126	-2%	-$10.2K	0.31%	74
2016 Q2	$427K	Sell	5,267 -827	-14%	-$66.7K	0.35%	66
2016 Q1	$491K	Hold	6,094	–	–	0.41%	64
2015 Q4	$485K	Sell	6,094 -30	-0.5%	-$2.4K	0.4%	62
2015 Q3	$492K	Sell	6,124 -850	-12%	-$68.1K	0.42%	60
2015 Q2	$559K	Sell	6,974 -817	-10%	-$65.6K	0.44%	59
2015 Q1	$627K	Sell	7,791 -250	-3%	-$20.1K	0.51%	59
2014 Q4	$643K	Sell	8,041 -200	-2%	-$16K	0.55%	56
2014 Q3	$660K	Sell	8,241 -160	-2%	-$12.8K	0.54%	55
2014 Q2	$675K	Sell	8,401 -1,152	-12%	-$92.4K	0.57%	53
2014 Q1	$765K	Sell	9,553 -33	-0.3%	-$2.65K	0.71%	44
2013 Q4	$766K	Sell	9,586 -50	-0.5%	-$4.02K	0.73%	43
2013 Q3	$774K	Sell	9,636 -160	-2%	-$12.8K	0.8%	42
2013 Q2	$784K	Buy	+9,796	New	+$791K	0.77%	45

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Westover Capital Advisors's BSV Position: Q3 2017 in Review

Westover Capital Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2017, closing a stake of 4,244 shares — an estimated $339K sold.

Westover Capital Advisors first reported a position in BSV in Q2 2013 and held it in 17 quarters. The position peaked at $784K in Q2 2013. 576 funds tracked by Wall St. Rank hold BSV as of Q3 2017.

Westover Capital Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2017 after selling out during the quarter.
Westover Capital Advisors sold 4,244 Vanguard Short-Term Bond ETF shares in Q3 2017, an estimated $339K.
Westover Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 17 quarters.
Westover Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $784K in Q2 2013.
576 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2017.

Based on Westover Capital Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.