CIA
VDE icon

Cascade Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Cascade Investment Advisors’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-260
Closed -$21.2K – 253
2019
Q4 		$21.2K Sell
260
-150
-37% -$11.7K 0.02% 190
2019
Q3 		$32K Hold
410
– – 0.02% 174
2019
Q2 		$34.9K Hold
410
– – 0.03% 160
2019
Q1 		$36.6K Hold
410
– – 0.03% 150
2018
Q4 		$31.6K Buy
+410
New +$37.5K 0.03% 150

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cascade Investment Advisors's VDE Position: Q1 2020 in Review

Cascade Investment Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 260 shares — an estimated $21.2K sold.

Cascade Investment Advisors first reported a position in VDE in Q4 2018 and held it in 5 quarters. The position peaked at $36.6K in Q1 2019. 285 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

  • Cascade Investment Advisors reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Cascade Investment Advisors sold 260 Vanguard Energy ETF shares in Q1 2020, an estimated $21.2K.
  • Cascade Investment Advisors first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 5 quarters.
  • Cascade Investment Advisors's Vanguard Energy ETF position peaked at $36.6K in Q1 2019.
  • 285 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Cascade Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.