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Whitegate Investment Counselors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Whitegate Investment Counselors’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,325
Closed -$205K – 156
2016
Q2 		$205K Buy
+2,325
New +$201K 0.06% 147

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Whitegate Investment Counselors's BIV Position: Q3 2016 in Review

Whitegate Investment Counselors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2016, closing a stake of 2,325 shares — an estimated $205K sold.

Whitegate Investment Counselors first reported a position in BIV in Q2 2016 and held it in 1 quarter. The position peaked at $205K in Q2 2016. 314 funds tracked by Wall St. Rank hold BIV as of Q3 2016.

  • Whitegate Investment Counselors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Whitegate Investment Counselors sold 2,325 Vanguard Intermediate-Term Bond ETF shares in Q3 2016, an estimated $205K.
  • Whitegate Investment Counselors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and held it in 1 quarter.
  • Whitegate Investment Counselors's Vanguard Intermediate-Term Bond ETF position peaked at $205K in Q2 2016.
  • 314 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2016.

Based on Whitegate Investment Counselors's 13F filing for Q3 2016, filed 25 Oct 2016.