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Advisors Preferred’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Advisors Preferred’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-68,136
Closed -$3.17M – 457
2014
Q1 		$3.17M Buy
68,136
+11,248
+20% +$518K 1.45% 16
2013
Q4 		$2.62M Buy
+56,888
New +$2.52M 1.45% 20

Other funds holding VTWO

KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Advisors Preferred's VTWO Position: Q2 2014 in Review

Advisors Preferred sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2014, closing a stake of 68,136 shares — an estimated $3.17M sold.

Advisors Preferred first reported a position in VTWO in Q4 2013 and held it in 2 quarters. The position peaked at $3.17M in Q1 2014. 47 funds tracked by Wall St. Rank hold VTWO as of Q2 2014.

  • Advisors Preferred reported no remaining Vanguard Russell 2000 ETF position as of Q2 2014 after selling out during the quarter.
  • Advisors Preferred sold 68,136 Vanguard Russell 2000 ETF shares in Q2 2014, an estimated $3.17M.
  • Advisors Preferred first reported a position in Vanguard Russell 2000 ETF in Q4 2013 and held it in 2 quarters.
  • Advisors Preferred's Vanguard Russell 2000 ETF position peaked at $3.17M in Q1 2014.
  • 47 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2014.

Based on Advisors Preferred's 13F filing for Q2 2014, filed 31 Jul 2014.