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Alexandria Capital’s Vanguard Industrials ETF VIS Stock Holding History

Alexandria Capital’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-245
Closed -$33K – 512
2017
Q3 		$33K Hold
245
– – 0.01% 292
2017
Q2 		$31K Buy
245
+58
+31% +$7.32K 0.01% 295
2017
Q1 		$23K Buy
+187
New +$23K 0.01% 337

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Alexandria Capital's VIS Position: Q4 2017 in Review

Alexandria Capital sold out of Vanguard Industrials ETF (VIS) in Q4 2017, closing a stake of 245 shares — an estimated $33K sold.

Alexandria Capital first reported a position in VIS in Q1 2017 and held it in 3 quarters. The position peaked at $33K in Q3 2017. 194 funds tracked by Wall St. Rank hold VIS as of Q4 2017.

  • Alexandria Capital reported no remaining Vanguard Industrials ETF position as of Q4 2017 after selling out during the quarter.
  • Alexandria Capital sold 245 Vanguard Industrials ETF shares in Q4 2017, an estimated $33K.
  • Alexandria Capital first reported a position in Vanguard Industrials ETF in Q1 2017 and held it in 3 quarters.
  • Alexandria Capital's Vanguard Industrials ETF position peaked at $33K in Q3 2017.
  • 194 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.