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Windsor Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Windsor Capital Management’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
2013
Q4 		– Sell
-710
Closed -$59K – 394
2013
Q3 		$59K Buy
+710
New +$58.8K 0.03% 159

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
U
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Windsor Capital Management's BIV Position: Q4 2013 in Review

Windsor Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2013, closing a stake of 710 shares — an estimated $59K sold.

Windsor Capital Management first reported a position in BIV in Q3 2013 and held it in 1 quarter. The position peaked at $59K in Q3 2013. 161 funds tracked by Wall St. Rank hold BIV as of Q4 2013.

  • Windsor Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Windsor Capital Management sold 710 Vanguard Intermediate-Term Bond ETF shares in Q4 2013, an estimated $59K.
  • Windsor Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2013 and held it in 1 quarter.
  • Windsor Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $59K in Q3 2013.
  • 161 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2013.

Based on Windsor Capital Management's 13F filing for Q4 2013, filed 10 Jan 2014.