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Windsor Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Windsor Capital Management’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-221
Closed -$18K – 395
2013
Q3 		$18K Buy
+221
New +$18.3K 0.01% 289

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BCMIO
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Morgan Stanley
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LNC
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SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

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

Windsor Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2013, closing a stake of 221 shares — an estimated $18K sold.

Windsor Capital Management first reported a position in BLV in Q3 2013 and held it in 1 quarter. The position peaked at $18K in Q3 2013. 63 funds tracked by Wall St. Rank hold BLV as of Q4 2013.

  • Windsor Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Windsor Capital Management sold 221 Vanguard Long-Term Bond ETF shares in Q4 2013, an estimated $18K.
  • Windsor Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2013 and held it in 1 quarter.
  • Windsor Capital Management's Vanguard Long-Term Bond ETF position peaked at $18K in Q3 2013.
  • 63 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2013.

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