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Bryn Mawr Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Bryn Mawr Capital Management’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
2018
Q4 		– Sell
-1,340
Closed -$242K – 88
2018
Q3 		$242K Hold
1,340
– – 0.2% 70
2018
Q2 		$213K Buy
+1,340
New +$211K 0.19% 76

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bryn Mawr Capital Management's VHT Position: Q4 2018 in Review

Bryn Mawr Capital Management sold out of Vanguard Health Care ETF (VHT) in Q4 2018, closing a stake of 1,340 shares — an estimated $242K sold.

Bryn Mawr Capital Management first reported a position in VHT in Q2 2018 and held it in 2 quarters. The position peaked at $242K in Q3 2018. 476 funds tracked by Wall St. Rank hold VHT as of Q4 2018.

  • Bryn Mawr Capital Management reported no remaining Vanguard Health Care ETF position as of Q4 2018 after selling out during the quarter.
  • Bryn Mawr Capital Management sold 1,340 Vanguard Health Care ETF shares in Q4 2018, an estimated $242K.
  • Bryn Mawr Capital Management first reported a position in Vanguard Health Care ETF in Q2 2018 and held it in 2 quarters.
  • Bryn Mawr Capital Management's Vanguard Health Care ETF position peaked at $242K in Q3 2018.
  • 476 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2018.

Based on Bryn Mawr Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.