BCM
VPU

Barometer Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Barometer Capital Management’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-7,300
Closed -$836K – 181
2016
Q2 		$836K Buy
+7,300
New +$784K 0.08% 116

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Barometer Capital Management's VPU Position: Q3 2016 in Review

Barometer Capital Management sold out of Vanguard Utilities ETF (VPU) in Q3 2016, closing a stake of 7,300 shares — an estimated $836K sold.

Barometer Capital Management first reported a position in VPU in Q2 2016 and held it in 1 quarter. The position peaked at $836K in Q2 2016. 168 funds tracked by Wall St. Rank hold VPU as of Q3 2016.

  • Barometer Capital Management reported no remaining Vanguard Utilities ETF position as of Q3 2016 after selling out during the quarter.
  • Barometer Capital Management sold 7,300 Vanguard Utilities ETF shares in Q3 2016, an estimated $836K.
  • Barometer Capital Management first reported a position in Vanguard Utilities ETF in Q2 2016 and held it in 1 quarter.
  • Barometer Capital Management's Vanguard Utilities ETF position peaked at $836K in Q2 2016.
  • 168 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2016.

Based on Barometer Capital Management's 13F filing for Q3 2016, filed 9 Nov 2016.