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Winch Advisory Services’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Winch Advisory Services’s Portfolio VCLT Stock Details VCLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-21,187
Closed -$2.03M – 301
2016
Q3 		$2.03M Buy
+21,187
New +$2.03M 1.65% 26

Other funds holding VCLT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

Winch Advisory Services's VCLT Position: Q4 2016 in Review

Winch Advisory Services sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2016, closing a stake of 21,187 shares — an estimated $2.03M sold.

Winch Advisory Services first reported a position in VCLT in Q3 2016 and held it in 1 quarter. The position peaked at $2.03M in Q3 2016. 99 funds tracked by Wall St. Rank hold VCLT as of Q4 2016.

  • Winch Advisory Services reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Winch Advisory Services sold 21,187 Vanguard Long-Term Corporate Bond ETF shares in Q4 2016, an estimated $2.03M.
  • Winch Advisory Services first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Winch Advisory Services's Vanguard Long-Term Corporate Bond ETF position peaked at $2.03M in Q3 2016.
  • 99 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2016.

Based on Winch Advisory Services's 13F filing for Q4 2016, filed 19 Jan 2017.