Wolf Group Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wolf Group Capital Advisors’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
2015 Q1	–	Sell	-3,170	Closed	-$253K	–	93
2014 Q4	$253K	Sell	3,170 -1,615	-34%	-$130K	0.18%	92
2014 Q3	$383K	Sell	4,785 -90	-2%	-$7.21K	0.29%	83
2014 Q2	$392K	Buy	4,875 +185	+4%	+$14.8K	0.29%	84
2014 Q1	$376K	Buy	4,690 +725	+18%	+$58.1K	0.29%	84
2013 Q4	$317K	Buy	+3,965	New	+$319K	0.25%	90

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wolf Group Capital Advisors's BSV Position: Q1 2015 in Review

Wolf Group Capital Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2015, closing a stake of 3,170 shares — an estimated $253K sold.

Wolf Group Capital Advisors first reported a position in BSV in Q4 2013 and held it in 5 quarters. The position peaked at $392K in Q2 2014. 416 funds tracked by Wall St. Rank hold BSV as of Q1 2015.

Wolf Group Capital Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2015 after selling out during the quarter.
Wolf Group Capital Advisors sold 3,170 Vanguard Short-Term Bond ETF shares in Q1 2015, an estimated $253K.
Wolf Group Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and held it in 5 quarters.
Wolf Group Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $392K in Q2 2014.
416 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2015.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2015, filed 12 May 2015.