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Cetera Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Cetera Investment Management’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
2017
Q3 		– Sell
-18,633
Closed -$1.17M – 76
2017
Q2 		$1.17M Sell
18,633
-3,701
-17% -$224K 1.48% 19
2017
Q1 		$1.35M Sell
22,334
-13,581
-38% -$828K 1.55% 18
2016
Q4 		$2.13M Sell
35,915
-5,691
-14% -$311K 1.6% 13
2016
Q3 		$2.05M Buy
+41,606
New +$2.05M 1.32% 20

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cetera Investment Management's VFH Position: Q3 2017 in Review

Cetera Investment Management sold out of Vanguard Financials ETF (VFH) in Q3 2017, closing a stake of 18,633 shares — an estimated $1.17M sold.

Cetera Investment Management first reported a position in VFH in Q3 2016 and held it in 4 quarters. The position peaked at $2.13M in Q4 2016. 275 funds tracked by Wall St. Rank hold VFH as of Q3 2017.

  • Cetera Investment Management reported no remaining Vanguard Financials ETF position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 18,633 Vanguard Financials ETF shares in Q3 2017, an estimated $1.17M.
  • Cetera Investment Management first reported a position in Vanguard Financials ETF in Q3 2016 and held it in 4 quarters.
  • Cetera Investment Management's Vanguard Financials ETF position peaked at $2.13M in Q4 2016.
  • 275 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.