AIMZ Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

AIMZ Investment Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-9,900	Closed	-$1.9M	–	95
2016 Q2	$1.9M	Buy	9,900 +8,500	+607%	+$1.62M	1.75%	19
2016 Q1	$265K	Buy	+1,400	New	+$251K	0.12%	97
2015 Q3	–	Sell	-1,200	Closed	-$227K	–	101
2015 Q2	$227K	Sell	1,200 -200	-14%	-$38.5K	0.2%	86
2015 Q1	$265K	Buy	1,400 +300	+27%	+$56.8K	0.23%	82
2014 Q4	$207K	Buy	+1,100	New	+$203K	0.18%	90

Other funds holding VOO

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DCM

Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return

AIMZ Investment Advisors's VOO Position: Q3 2016 in Review

AIMZ Investment Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q3 2016, closing a stake of 9,900 shares — an estimated $1.9M sold.

AIMZ Investment Advisors first reported a position in VOO in Q4 2014 and held it in 5 quarters. The position peaked at $1.9M in Q2 2016. 563 funds tracked by Wall St. Rank hold VOO as of Q3 2016.

AIMZ Investment Advisors reported no remaining Vanguard S&P 500 ETF position as of Q3 2016 after selling out during the quarter.
AIMZ Investment Advisors sold 9,900 Vanguard S&P 500 ETF shares in Q3 2016, an estimated $1.9M.
AIMZ Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2014 and held it in 5 quarters.
AIMZ Investment Advisors's Vanguard S&P 500 ETF position peaked at $1.9M in Q2 2016.
563 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2016.

Based on AIMZ Investment Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.