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Visionary Asset Management, Inc.: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Asset Management, Inc. on SHY, newest first. How the timeline and the estimate are built.

Visionary Asset Management, Inc. held 844,664 SHY shares at 2018-12-31 per its 13F-HR filed 2019-01-11.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 844,664 shares
    Change vs previous 13F +805,474 shares

    27.99% of the 13F portfolio, value $70,631,000.

    13F-HR 0001420506-19-000005 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2018-09-30
    13F 39,190 shares
    Change vs previous 13F -39,190 shares

    1.04% of the 13F portfolio, value $3,256,000.

    13F-HR 0001420506-18-000803 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-06-30
    13F 78,380 shares
    Change vs previous 13F +19,522 shares

    2.19% of the 13F portfolio, value $6,535,000.

    13F-HR 0001420506-18-000580 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-03-31
    13F 58,858 shares
    Change vs previous 13F +58,858 shares

    1.58% of the 13F portfolio, value $4,912,000.

    13F-HR 0001420506-18-000288 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-12-31
    13F 0 shares
    Change vs previous 13F -29,147 shares

    13F-HR 0001420506-18-000007 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2017-09-30
    13F 29,147 shares
    Change vs previous 13F +309 shares

    0.72% of the 13F portfolio, value $2,462,000.

    13F-HR 0001420506-17-000838 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2017-06-30
    13F 28,838 shares
    Change vs previous 13F +15,278 shares

    0.71% of the 13F portfolio, value $2,436,000.

    13F-HR 0001420506-17-000470 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-03-31
    13F 13,560 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,146,000.

    13F-HR 0001580642-17-002356 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).