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Beck Mack & Oliver’s Vanguard Health Care ETF VHT Stock Holding History

Beck Mack & Oliver’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
2017
Q3 		– Sell
-1,556
Closed -$229K – 243
2017
Q2 		$229K Buy
+1,556
New +$220K 0.01% 211

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Beck Mack & Oliver's VHT Position: Q3 2017 in Review

Beck Mack & Oliver sold out of Vanguard Health Care ETF (VHT) in Q3 2017, closing a stake of 1,556 shares — an estimated $229K sold.

Beck Mack & Oliver first reported a position in VHT in Q2 2017 and held it in 1 quarter. The position peaked at $229K in Q2 2017. 340 funds tracked by Wall St. Rank hold VHT as of Q3 2017.

  • Beck Mack & Oliver reported no remaining Vanguard Health Care ETF position as of Q3 2017 after selling out during the quarter.
  • Beck Mack & Oliver sold 1,556 Vanguard Health Care ETF shares in Q3 2017, an estimated $229K.
  • Beck Mack & Oliver first reported a position in Vanguard Health Care ETF in Q2 2017 and held it in 1 quarter.
  • Beck Mack & Oliver's Vanguard Health Care ETF position peaked at $229K in Q2 2017.
  • 340 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2017.

Based on Beck Mack & Oliver's 13F filing for Q3 2017, filed 27 Oct 2017.