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Yorktown Management & Research Company’s Vanguard Total Bond Market BND Stock Holding History

Yorktown Management & Research Company’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-4,300
Closed -$356K – 311
2016
Q1 		$356K Hold
4,300
– – 0.07% 158
2015
Q4 		$347K Buy
+4,300
New +$350K 0.06% 198

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MFRM
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QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Yorktown Management & Research Company's BND Position: Q2 2016 in Review

Yorktown Management & Research Company sold out of Vanguard Total Bond Market (BND) in Q2 2016, closing a stake of 4,300 shares — an estimated $356K sold.

Yorktown Management & Research Company first reported a position in BND in Q4 2015 and held it in 2 quarters. The position peaked at $356K in Q1 2016. 509 funds tracked by Wall St. Rank hold BND as of Q2 2016.

  • Yorktown Management & Research Company reported no remaining Vanguard Total Bond Market position as of Q2 2016 after selling out during the quarter.
  • Yorktown Management & Research Company sold 4,300 Vanguard Total Bond Market shares in Q2 2016, an estimated $356K.
  • Yorktown Management & Research Company first reported a position in Vanguard Total Bond Market in Q4 2015 and held it in 2 quarters.
  • Yorktown Management & Research Company's Vanguard Total Bond Market position peaked at $356K in Q1 2016.
  • 509 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2016.

Based on Yorktown Management & Research Company's 13F filing for Q2 2016, filed 12 Aug 2016.