CHAM
VPU

Clear Harbor Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Clear Harbor Asset Management’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11
Closed -$1.42K – 720
2020
Q3 		$1.42K Buy
+11
New +$1.42K ﹤0.01% 749
2020
Q1 		– Sell
-11
Closed -$1.57K – 679
2019
Q4 		$1.57K Buy
+11
New +$1.55K ﹤0.01% 738

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Clear Harbor Asset Management sold out of Vanguard Utilities ETF (VPU) in Q4 2020, closing a stake of 11 shares — an estimated $1.42K sold.

Clear Harbor Asset Management first reported a position in VPU in Q4 2019 and held it in 2 quarters. The position peaked at $1.57K in Q4 2019. 374 funds tracked by Wall St. Rank hold VPU as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining Vanguard Utilities ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 11 Vanguard Utilities ETF shares in Q4 2020, an estimated $1.42K.
  • Clear Harbor Asset Management first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's Vanguard Utilities ETF position peaked at $1.57K in Q4 2019.
  • 374 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2020.

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