Banyan Partners’s Vanguard Energy ETF VDE Stock Holding History

Banyan Partners’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-3,000	Closed	-$379K	–	429
2013 Q4	$379K	Sell	3,000 -900	-23%	-$112K	0.03%	339
2013 Q3	$465K	Buy	+3,900	New	+$460K	0.04%	227

Other funds holding VDE

Bank of America

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return

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

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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