Clear Harbor Asset Management’s Vanguard Energy ETF VDE Stock Holding History

Clear Harbor Asset Management’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 Q4	–	Sell	-7	Closed	-$282	–	709
2020 Q3	$282	Buy	+7	New	+$333	﹤0.01%	783
2020 Q1	–	Sell	-10	Closed	-$815	–	665
2019 Q4	$815	Buy	+10	New	+$778	﹤0.01%	767

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clear Harbor Asset Management's VDE Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Vanguard Energy ETF (VDE) in Q4 2020, closing a stake of 7 shares — an estimated $282 sold.

Clear Harbor Asset Management first reported a position in VDE in Q4 2019 and held it in 2 quarters. The position peaked at $815 in Q4 2019. 346 funds tracked by Wall St. Rank hold VDE as of Q4 2020.

Clear Harbor Asset Management reported no remaining Vanguard Energy ETF position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 7 Vanguard Energy ETF shares in Q4 2020, an estimated $282.
Clear Harbor Asset Management first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 2 quarters.
Clear Harbor Asset Management's Vanguard Energy ETF position peaked at $815 in Q4 2019.
346 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.