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Clifford Swan Investment Counsel’s Vanguard Energy ETF VDE Stock Holding History

Clifford Swan Investment Counsel’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
2013
Q3 		– Sell
-2,050
Closed -$231K – 232
2013
Q2 		$231K Buy
+2,050
New +$232K 0.02% 206

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Clifford Swan Investment Counsel's VDE Position: Q3 2013 in Review

Clifford Swan Investment Counsel sold out of Vanguard Energy ETF (VDE) in Q3 2013, closing a stake of 2,050 shares — an estimated $231K sold.

Clifford Swan Investment Counsel first reported a position in VDE in Q2 2013 and held it in 1 quarter. The position peaked at $231K in Q2 2013. 122 funds tracked by Wall St. Rank hold VDE as of Q3 2013.

  • Clifford Swan Investment Counsel reported no remaining Vanguard Energy ETF position as of Q3 2013 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 2,050 Vanguard Energy ETF shares in Q3 2013, an estimated $231K.
  • Clifford Swan Investment Counsel first reported a position in Vanguard Energy ETF in Q2 2013 and held it in 1 quarter.
  • Clifford Swan Investment Counsel's Vanguard Energy ETF position peaked at $231K in Q2 2013.
  • 122 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2013.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2013, filed 24 Oct 2013.