Cypress Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Cypress Asset Management’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,600	Closed	-$250K	–	172
2018 Q3	$250K	Hold	3,600	–	–	0.07%	162
2018 Q2	$243K	Hold	3,600	–	–	0.07%	162
2018 Q1	$250K	Hold	3,600	–	–	0.07%	156
2017 Q4	$252K	Hold	3,600	–	–	0.05%	170
2017 Q3	$235K	Hold	3,600	–	–	0.05%	178
2017 Q2	$225K	Hold	3,600	–	–	0.05%	184
2017 Q1	$218K	Hold	3,600	–	–	0.04%	203
2016 Q4	$214K	Buy	+3,600	New	+$197K	0.04%	204

Other funds holding VFH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cypress Asset Management's VFH Position: Q4 2018 in Review

Cypress Asset Management sold out of Vanguard Financials ETF (VFH) in Q4 2018, closing a stake of 3,600 shares — an estimated $250K sold.

Cypress Asset Management first reported a position in VFH in Q4 2016 and held it in 8 quarters. The position peaked at $252K in Q4 2017. 378 funds tracked by Wall St. Rank hold VFH as of Q4 2018.

Cypress Asset Management reported no remaining Vanguard Financials ETF position as of Q4 2018 after selling out during the quarter.
Cypress Asset Management sold 3,600 Vanguard Financials ETF shares in Q4 2018, an estimated $250K.
Cypress Asset Management first reported a position in Vanguard Financials ETF in Q4 2016 and held it in 8 quarters.
Cypress Asset Management's Vanguard Financials ETF position peaked at $252K in Q4 2017.
378 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2018.

Based on Cypress Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.