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Apriem Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Apriem Advisors’s Portfolio VCR Stock Details VCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-128
Closed -$13K – 533
2013
Q3 		$13K Buy
+128
New +$12.3K 0.01% 331

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apriem Advisors's VCR Position: Q4 2013 in Review

Apriem Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2013, closing a stake of 128 shares — an estimated $13K sold.

Apriem Advisors first reported a position in VCR in Q3 2013 and held it in 1 quarter. The position peaked at $13K in Q3 2013. 81 funds tracked by Wall St. Rank hold VCR as of Q4 2013.

  • Apriem Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2013 after selling out during the quarter.
  • Apriem Advisors sold 128 Vanguard Consumer Discretionary ETF shares in Q4 2013, an estimated $13K.
  • Apriem Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2013 and held it in 1 quarter.
  • Apriem Advisors's Vanguard Consumer Discretionary ETF position peaked at $13K in Q3 2013.
  • 81 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2013.

Based on Apriem Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.