BWFA
VIS icon

Baltimore-Washington Financial Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Baltimore-Washington Financial Advisors’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
2014
Q4 		– Sell
-44
Closed -$4K – 313
2014
Q3 		$4K Buy
+44
New +$4.54K ﹤0.01% 251

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Baltimore-Washington Financial Advisors's VIS Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of Vanguard Industrials ETF (VIS) in Q4 2014, closing a stake of 44 shares — an estimated $4K sold.

Baltimore-Washington Financial Advisors first reported a position in VIS in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 107 funds tracked by Wall St. Rank hold VIS as of Q4 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Vanguard Industrials ETF position as of Q4 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 44 Vanguard Industrials ETF shares in Q4 2014, an estimated $4K.
  • Baltimore-Washington Financial Advisors first reported a position in Vanguard Industrials ETF in Q3 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Vanguard Industrials ETF position peaked at $4K in Q3 2014.
  • 107 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.