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Berman Capital Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Berman Capital Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-282
Closed -$33K – 1488
2018
Q4 		$33K Buy
+282
New +$37.4K 0.01% 302

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Berman Capital Advisors's VIS Position: Q1 2019 in Review

Berman Capital Advisors sold out of Vanguard Industrials ETF (VIS) in Q1 2019, closing a stake of 282 shares — an estimated $33K sold.

Berman Capital Advisors first reported a position in VIS in Q4 2018 and held it in 1 quarter. The position peaked at $33K in Q4 2018. 221 funds tracked by Wall St. Rank hold VIS as of Q1 2019.

  • Berman Capital Advisors reported no remaining Vanguard Industrials ETF position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 282 Vanguard Industrials ETF shares in Q1 2019, an estimated $33K.
  • Berman Capital Advisors first reported a position in Vanguard Industrials ETF in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's Vanguard Industrials ETF position peaked at $33K in Q4 2018.
  • 221 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.