CPP
VPU

Crow Point Partners’s Vanguard Utilities ETF VPU Stock Holding History

Crow Point Partners’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
2017
Q4 		– Sell
-3,836
Closed -$449K – 289
2017
Q3 		$449K Buy
+3,836
New +$453K 0.07% 99

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crow Point Partners's VPU Position: Q4 2017 in Review

Crow Point Partners sold out of Vanguard Utilities ETF (VPU) in Q4 2017, closing a stake of 3,836 shares — an estimated $449K sold.

Crow Point Partners first reported a position in VPU in Q3 2017 and held it in 1 quarter. The position peaked at $449K in Q3 2017. 216 funds tracked by Wall St. Rank hold VPU as of Q4 2017.

  • Crow Point Partners reported no remaining Vanguard Utilities ETF position as of Q4 2017 after selling out during the quarter.
  • Crow Point Partners sold 3,836 Vanguard Utilities ETF shares in Q4 2017, an estimated $449K.
  • Crow Point Partners first reported a position in Vanguard Utilities ETF in Q3 2017 and held it in 1 quarter.
  • Crow Point Partners's Vanguard Utilities ETF position peaked at $449K in Q3 2017.
  • 216 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2017.

Based on Crow Point Partners's 13F filing for Q4 2017, filed 10 Jan 2018.