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 $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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.