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CapWealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

CapWealth Advisors’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-100
Closed -$4K – 411
2013
Q3 		$4K Hold
100
– – ﹤0.01% 383
2013
Q2 		$4K Buy
+100
New +$3.96K ﹤0.01% 358

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CapWealth Advisors's VFH Position: Q4 2013 in Review

CapWealth Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2013, closing a stake of 100 shares — an estimated $4K sold.

CapWealth Advisors first reported a position in VFH in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 84 funds tracked by Wall St. Rank hold VFH as of Q4 2013.

  • CapWealth Advisors reported no remaining Vanguard Financials ETF position as of Q4 2013 after selling out during the quarter.
  • CapWealth Advisors sold 100 Vanguard Financials ETF shares in Q4 2013, an estimated $4K.
  • CapWealth Advisors first reported a position in Vanguard Financials ETF in Q2 2013 and held it in 2 quarters.
  • CapWealth Advisors's Vanguard Financials ETF position peaked at $4K in Q3 2013.
  • 84 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.