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Whitnell & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Whitnell & Co’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
Q1 		– Sell
-64
Closed -$5K – 388
2015
Q4 		$5K Buy
+64
New +$5.12K ﹤0.01% 301

Other funds holding BSV

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whitnell & Co's BSV Position: Q1 2016 in Review

Whitnell & Co sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2016, closing a stake of 64 shares — an estimated $5K sold.

Whitnell & Co first reported a position in BSV in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 491 funds tracked by Wall St. Rank hold BSV as of Q1 2016.

  • Whitnell & Co reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Whitnell & Co sold 64 Vanguard Short-Term Bond ETF shares in Q1 2016, an estimated $5K.
  • Whitnell & Co first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and held it in 1 quarter.
  • Whitnell & Co's Vanguard Short-Term Bond ETF position peaked at $5K in Q4 2015.
  • 491 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2016.

Based on Whitnell & Co's 13F filing for Q1 2016, filed 28 Apr 2016.