Advanced Asset Management Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Advanced Asset Management Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-196,000	Closed	-$6.77M	–	119
2018 Q4	$6.77M	Hold	196,000	–	–	2.17%	10
2018 Q3	$8.04M	Hold	196,000	–	–	2.92%	9
2018 Q2	$7.72M	Hold	196,000	–	–	2.49%	10
2018 Q1	$7.56M	Hold	196,000	–	–	2.51%	10
2017 Q4	$7.58M	Buy	+196,000	New	+$7.4M	2.49%	10

Other funds holding VO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advanced Asset Management Advisors's VO Position: Q1 2019 in Review

Advanced Asset Management Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2019, closing a stake of 196,000 shares — an estimated $6.77M sold.

Advanced Asset Management Advisors first reported a position in VO in Q4 2017 and held it in 5 quarters. The position peaked at $8.04M in Q3 2018. 862 funds tracked by Wall St. Rank hold VO as of Q1 2019.

Advanced Asset Management Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
Advanced Asset Management Advisors sold 196,000 Vanguard Mid-Cap ETF shares in Q1 2019, an estimated $6.77M.
Advanced Asset Management Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 5 quarters.
Advanced Asset Management Advisors's Vanguard Mid-Cap ETF position peaked at $8.04M in Q3 2018.
862 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2019.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2019, filed 1 May 2019.