ECAM
VPU

East Coast Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

East Coast Asset Management’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
2013
Q3 		– Sell
-2,038
Closed -$168K – 316
2013
Q2 		$168K Buy
+2,038
New +$173K 0.09% 146

Other funds holding VPU

FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

East Coast Asset Management's VPU Position: Q3 2013 in Review

East Coast Asset Management sold out of Vanguard Utilities ETF (VPU) in Q3 2013, closing a stake of 2,038 shares — an estimated $168K sold.

East Coast Asset Management first reported a position in VPU in Q2 2013 and held it in 1 quarter. The position peaked at $168K in Q2 2013. 90 funds tracked by Wall St. Rank hold VPU as of Q3 2013.

  • East Coast Asset Management reported no remaining Vanguard Utilities ETF position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 2,038 Vanguard Utilities ETF shares in Q3 2013, an estimated $168K.
  • East Coast Asset Management first reported a position in Vanguard Utilities ETF in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's Vanguard Utilities ETF position peaked at $168K in Q2 2013.
  • 90 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.