Bank of the West’s Vanguard Information Technology ETF VGT Stock Holding History

Bank of the West’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-33,832	Closed	-$892K	–	279
2019 Q2	$892K	Sell	33,832 -1,296	-4%	-$33.4K	0.1%	156
2019 Q1	$881K	Buy	35,128 +1,296	+4%	+$30.1K	0.1%	158
2018 Q4	$706K	Sell	33,832 -968	-3%	-$21.9K	0.08%	175
2018 Q3	$881K	Buy	+34,800	New	+$846K	0.1%	166

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of the West's VGT Position: Q3 2019 in Review

Bank of the West sold out of Vanguard Information Technology ETF (VGT) in Q3 2019, closing a stake of 33,832 shares — an estimated $892K sold.

Bank of the West first reported a position in VGT in Q3 2018 and held it in 4 quarters. The position peaked at $892K in Q2 2019. 623 funds tracked by Wall St. Rank hold VGT as of Q3 2019.

Bank of the West reported no remaining Vanguard Information Technology ETF position as of Q3 2019 after selling out during the quarter.
Bank of the West sold 33,832 Vanguard Information Technology ETF shares in Q3 2019, an estimated $892K.
Bank of the West first reported a position in Vanguard Information Technology ETF in Q3 2018 and held it in 4 quarters.
Bank of the West's Vanguard Information Technology ETF position peaked at $892K in Q2 2019.
623 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2019.

Based on Bank of the West's 13F filing for Q3 2019, filed 28 Oct 2019.