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Whitney & Co’s Vanguard Total Bond Market BND Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-130
Closed -$10K – 149
2018
Q3 		$10K Hold
130
– – ﹤0.01% 320
2018
Q2 		$10K Buy
130
+25
+24% +$1.98K ﹤0.01% 240
2018
Q1 		$8K Buy
+105
New +$8.4K ﹤0.01% 253

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitney & Co's BND Position: Q4 2018 in Review

Whitney & Co sold out of Vanguard Total Bond Market (BND) in Q4 2018, closing a stake of 130 shares — an estimated $10K sold.

Whitney & Co first reported a position in BND in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 711 funds tracked by Wall St. Rank hold BND as of Q4 2018.

  • Whitney & Co reported no remaining Vanguard Total Bond Market position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 130 Vanguard Total Bond Market shares in Q4 2018, an estimated $10K.
  • Whitney & Co first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 3 quarters.
  • Whitney & Co's Vanguard Total Bond Market position peaked at $10K in Q3 2018.
  • 711 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.