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AlphaStar Capital Management’s Vanguard Energy ETF VDE Stock Holding History

AlphaStar Capital Management’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-34,411
Closed -$3.4M – 207
2017
Q4 		$3.4M Buy
+34,411
New +$3.24M 0.88% 33

Other funds holding VDE

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

AlphaStar Capital Management's VDE Position: Q1 2018 in Review

AlphaStar Capital Management sold out of Vanguard Energy ETF (VDE) in Q1 2018, closing a stake of 34,411 shares — an estimated $3.4M sold.

AlphaStar Capital Management first reported a position in VDE in Q4 2017 and held it in 1 quarter. The position peaked at $3.4M in Q4 2017. 323 funds tracked by Wall St. Rank hold VDE as of Q1 2018.

  • AlphaStar Capital Management reported no remaining Vanguard Energy ETF position as of Q1 2018 after selling out during the quarter.
  • AlphaStar Capital Management sold 34,411 Vanguard Energy ETF shares in Q1 2018, an estimated $3.4M.
  • AlphaStar Capital Management first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 1 quarter.
  • AlphaStar Capital Management's Vanguard Energy ETF position peaked at $3.4M in Q4 2017.
  • 323 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2018.

Based on AlphaStar Capital Management's 13F filing for Q1 2018, filed 14 May 2018.