CCS
VPU

Crosspoint Capital Strategies’s Vanguard Utilities ETF VPU Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-1,194
Closed -$122K – 806
2015
Q4 		$122K Buy
+1,194
New +$112K 0.03% 290

Other funds holding VPU

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Crosspoint Capital Strategies's VPU Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Vanguard Utilities ETF (VPU) in Q1 2016, closing a stake of 1,194 shares — an estimated $122K sold.

Crosspoint Capital Strategies first reported a position in VPU in Q4 2015 and held it in 1 quarter. The position peaked at $122K in Q4 2015. 151 funds tracked by Wall St. Rank hold VPU as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Vanguard Utilities ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 1,194 Vanguard Utilities ETF shares in Q1 2016, an estimated $122K.
  • Crosspoint Capital Strategies first reported a position in Vanguard Utilities ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Vanguard Utilities ETF position peaked at $122K in Q4 2015.
  • 151 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.