WEC
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Winslow Evans & Crocker’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Winslow Evans & Crocker’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
2015
Q1 		– Sell
-27,628
Closed -$2.6M – 1277
2014
Q4 		$2.6M Buy
+27,628
New +$2.55M 0.74% 33

Other funds holding BLV

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Winslow Evans & Crocker's BLV Position: Q1 2015 in Review

Winslow Evans & Crocker sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2015, closing a stake of 27,628 shares — an estimated $2.6M sold.

Winslow Evans & Crocker first reported a position in BLV in Q4 2014 and held it in 1 quarter. The position peaked at $2.6M in Q4 2014. 82 funds tracked by Wall St. Rank hold BLV as of Q1 2015.

  • Winslow Evans & Crocker reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 27,628 Vanguard Long-Term Bond ETF shares in Q1 2015, an estimated $2.6M.
  • Winslow Evans & Crocker first reported a position in Vanguard Long-Term Bond ETF in Q4 2014 and held it in 1 quarter.
  • Winslow Evans & Crocker's Vanguard Long-Term Bond ETF position peaked at $2.6M in Q4 2014.
  • 82 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2015.

Based on Winslow Evans & Crocker's 13F filing for Q1 2015, filed 14 Apr 2015.