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AlphaStar Capital Management’s Vanguard Financials ETF VFH Stock Holding History

AlphaStar Capital Management’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,887
Closed -$202K – 209
2017
Q4 		$202K Buy
+2,887
New +$196K 0.05% 182

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AlphaStar Capital Management sold out of Vanguard Financials ETF (VFH) in Q1 2018, closing a stake of 2,887 shares — an estimated $202K sold.

AlphaStar Capital Management first reported a position in VFH in Q4 2017 and held it in 1 quarter. The position peaked at $202K in Q4 2017. 357 funds tracked by Wall St. Rank hold VFH as of Q1 2018.

  • AlphaStar Capital Management reported no remaining Vanguard Financials ETF position as of Q1 2018 after selling out during the quarter.
  • AlphaStar Capital Management sold 2,887 Vanguard Financials ETF shares in Q1 2018, an estimated $202K.
  • AlphaStar Capital Management first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 1 quarter.
  • AlphaStar Capital Management's Vanguard Financials ETF position peaked at $202K in Q4 2017.
  • 357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2018.

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