WCWM
BIV icon

Wooster Corthell Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wooster Corthell Wealth 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
-92,375
Closed -$7.71M – 22
2013
Q3 		$7.71M Sell
92,375
-93,672
-50% -$7.76M 5.69% 10
2013
Q2 		$15.5M Buy
+186,047
New +$16.2M 13.53% 1

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
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
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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 22.96% 1-Year Est. Return

Wooster Corthell Wealth Management's BIV Position: Q4 2013 in Review

Wooster Corthell Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2013, closing a stake of 92,375 shares — an estimated $7.71M sold.

Wooster Corthell Wealth Management first reported a position in BIV in Q2 2013 and held it in 2 quarters. The position peaked at $15.5M in Q2 2013. 161 funds tracked by Wall St. Rank hold BIV as of Q4 2013.

  • Wooster Corthell Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Wooster Corthell Wealth Management sold 92,375 Vanguard Intermediate-Term Bond ETF shares in Q4 2013, an estimated $7.71M.
  • Wooster Corthell Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 2 quarters.
  • Wooster Corthell Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $15.5M in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2013.

Based on Wooster Corthell Wealth Management's 13F filing for Q4 2013, filed 21 Jan 2014.