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DSC Advisors’s Vanguard Health Care ETF VHT Stock Holding History

DSC Advisors’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,583
Closed -$207K – 74
2016
Q2 		$207K Buy
+1,583
New +$203K 0.13% 51
2015
Q2 		– Sell
-14,751
Closed -$2M – 97
2015
Q1 		$2M Sell
14,751
-3,559
-19% -$469K 1.06% 26
2014
Q4 		$2.3M Sell
18,310
-467
-2% -$57.4K 1.33% 20
2014
Q3 		$2.2M Buy
18,777
+2,382
+15% +$273K 1.1% 22
2014
Q2 		$1.83M Sell
16,395
-1,366
-8% -$146K 0.98% 23
2014
Q1 		$1.9M Sell
17,761
-899
-5% -$95.1K 0.94% 28
2013
Q4 		$1.89M Buy
18,660
+716
+4% +$70.2K 0.92% 24
2013
Q3 		$1.67M Buy
17,944
+375
+2% +$34.4K 1.06% 23
2013
Q2 		$1.52M Buy
+17,569
New +$1.52M 1% 22

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DSC Advisors's VHT Position: Q3 2016 in Review

DSC Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2016, closing a stake of 1,583 shares — an estimated $207K sold.

DSC Advisors first reported a position in VHT in Q2 2013 and held it in 9 quarters. The position peaked at $2.3M in Q4 2014. 259 funds tracked by Wall St. Rank hold VHT as of Q3 2016.

  • DSC Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2016 after selling out during the quarter.
  • DSC Advisors sold 1,583 Vanguard Health Care ETF shares in Q3 2016, an estimated $207K.
  • DSC Advisors first reported a position in Vanguard Health Care ETF in Q2 2013 and held it in 9 quarters.
  • DSC Advisors's Vanguard Health Care ETF position peaked at $2.3M in Q4 2014.
  • 259 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2016.

Based on DSC Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.