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Detwiler Fenton Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Detwiler Fenton Investment Management’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
2015
Q2 		– Sell
-3,588
Closed -$392K – 87
2015
Q1 		$392K Buy
+3,588
New +$392K 0.41% 37

Other funds holding VDE

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return

Detwiler Fenton Investment Management's VDE Position: Q2 2015 in Review

Detwiler Fenton Investment Management sold out of Vanguard Energy ETF (VDE) in Q2 2015, closing a stake of 3,588 shares — an estimated $392K sold.

Detwiler Fenton Investment Management first reported a position in VDE in Q1 2015 and held it in 1 quarter. The position peaked at $392K in Q1 2015. 204 funds tracked by Wall St. Rank hold VDE as of Q2 2015.

  • Detwiler Fenton Investment Management reported no remaining Vanguard Energy ETF position as of Q2 2015 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 3,588 Vanguard Energy ETF shares in Q2 2015, an estimated $392K.
  • Detwiler Fenton Investment Management first reported a position in Vanguard Energy ETF in Q1 2015 and held it in 1 quarter.
  • Detwiler Fenton Investment Management's Vanguard Energy ETF position peaked at $392K in Q1 2015.
  • 204 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2015.

Based on Detwiler Fenton Investment Management's 13F filing for Q2 2015, filed 29 Jul 2015.