ClearBridge Investments
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ClearBridge Investments’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

ClearBridge Investments’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-178
Closed -$18K – 1214
2017
Q2 		$18K Hold
178
– – ﹤0.01% 1061
2017
Q1 		$18K Hold
178
– – ﹤0.01% 1019
2016
Q4 		$17K Hold
178
– – ﹤0.01% 1008
2016
Q3 		$17K Buy
+178
New +$16.5K ﹤0.01% 951

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ClearBridge Investments's VOE Position: Q3 2017 in Review

ClearBridge Investments sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2017, closing a stake of 178 shares — an estimated $18K sold.

ClearBridge Investments first reported a position in VOE in Q3 2016 and held it in 4 quarters. The position peaked at $18K in Q2 2017. 354 funds tracked by Wall St. Rank hold VOE as of Q3 2017.

  • ClearBridge Investments reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2017 after selling out during the quarter.
  • ClearBridge Investments sold 178 Vanguard Mid-Cap Value ETF shares in Q3 2017, an estimated $18K.
  • ClearBridge Investments first reported a position in Vanguard Mid-Cap Value ETF in Q3 2016 and held it in 4 quarters.
  • ClearBridge Investments's Vanguard Mid-Cap Value ETF position peaked at $18K in Q2 2017.
  • 354 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2017.

Based on ClearBridge Investments's 13F filing for Q3 2017, filed 14 Nov 2017.