Taylor, Cottrill, Erickson & Associates, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

$359 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 03, 2022	SELL	$80.78 - $81.98 $448,894 - $455,562	-5,557 Closed	0 $0
Q3 2021 Oct 15, 2021	BUY	$81.9 - $82.4 $2,620 - $2,636	32 Added 0.58%	5,557 $455,000
Q4 2019 Jan 14, 2020	SELL	$80.41 - $81.14 $10,051 - $10,142	-125 Reduced 2.21%	5,525 $445,000
Q3 2019 Oct 25, 2019	SELL	$80.39 - $80.84 $4,019 - $4,042	-50 Reduced 0.88%	5,650 $456,000
Q4 2018 Jan 29, 2019	SELL	N/A	-67 Reduced 1.16%	5,700 $448,000
Q3 2018 Oct 24, 2018	SELL	N/A	-40 Reduced 0.69%	5,767 $450,000
Q3 2017 Oct 19, 2017	BUY	N/A	5,807	5,807 $464,000

Others Institutions Holding BSV

# of Institutions

1,281

Shares Held

379M

Call Options Held

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.16 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.26 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.17 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.73 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.29 Billion
0.22% of portfolio

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