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AlphaOne Investment Services’s Vanguard Mid-Cap ETF VO Stock Holding History

AlphaOne Investment Services’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
2018
Q2 		– Sell
-2,888
Closed -$111K – 434
2018
Q1 		$111K Buy
2,888
+1,528
+112% +$60.2K 0.03% 208
2017
Q4 		$53K Buy
1,360
+656
+93% +$24.8K 0.02% 205
2017
Q3 		$26K Buy
+704
New +$25.4K 0.01% 245

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AlphaOne Investment Services's VO Position: Q2 2018 in Review

AlphaOne Investment Services sold out of Vanguard Mid-Cap ETF (VO) in Q2 2018, closing a stake of 2,888 shares — an estimated $111K sold.

AlphaOne Investment Services first reported a position in VO in Q3 2017 and held it in 3 quarters. The position peaked at $111K in Q1 2018. 766 funds tracked by Wall St. Rank hold VO as of Q2 2018.

  • AlphaOne Investment Services reported no remaining Vanguard Mid-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 2,888 Vanguard Mid-Cap ETF shares in Q2 2018, an estimated $111K.
  • AlphaOne Investment Services first reported a position in Vanguard Mid-Cap ETF in Q3 2017 and held it in 3 quarters.
  • AlphaOne Investment Services's Vanguard Mid-Cap ETF position peaked at $111K in Q1 2018.
  • 766 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.