BOTW
VHT icon

Bank of the West’s Vanguard Health Care ETF VHT Stock Holding History

Bank of the West’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,680
Closed -$337K – 295
2014
Q4 		$337K Buy
+2,680
New +$329K 0.05% 241

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Bank of the West's VHT Position: Q1 2015 in Review

Bank of the West sold out of Vanguard Health Care ETF (VHT) in Q1 2015, closing a stake of 2,680 shares — an estimated $337K sold.

Bank of the West first reported a position in VHT in Q4 2014 and held it in 1 quarter. The position peaked at $337K in Q4 2014. 228 funds tracked by Wall St. Rank hold VHT as of Q1 2015.

  • Bank of the West reported no remaining Vanguard Health Care ETF position as of Q1 2015 after selling out during the quarter.
  • Bank of the West sold 2,680 Vanguard Health Care ETF shares in Q1 2015, an estimated $337K.
  • Bank of the West first reported a position in Vanguard Health Care ETF in Q4 2014 and held it in 1 quarter.
  • Bank of the West's Vanguard Health Care ETF position peaked at $337K in Q4 2014.
  • 228 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2015.

Based on Bank of the West's 13F filing for Q1 2015, filed 15 Apr 2015.