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Winslow Evans & Crocker’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Winslow Evans & Crocker’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-28
Closed -$2K – 1307
2013
Q4 		$2K Buy
+28
New +$2.25K ﹤0.01% 1269

Other funds holding BSV

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Winslow Evans & Crocker's BSV Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2014, closing a stake of 28 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in BSV in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 348 funds tracked by Wall St. Rank hold BSV as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 28 Vanguard Short-Term Bond ETF shares in Q1 2014, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's Vanguard Short-Term Bond ETF position peaked at $2K in Q4 2013.
  • 348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.