EAMA
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EFG Asset Management (Americas)’s Vanguard Financials ETF VFH Stock Holding History

EFG Asset Management (Americas)’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
2015
Q2 		– Sell
-275
Closed -$14K – 144
2015
Q1 		$14K Hold
275
– – 0.01% 131
2014
Q4 		$14K Buy
+275
New +$13.2K 0.01% 186

Other funds holding VFH

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

EFG Asset Management (Americas)'s VFH Position: Q2 2015 in Review

EFG Asset Management (Americas) sold out of Vanguard Financials ETF (VFH) in Q2 2015, closing a stake of 275 shares — an estimated $14K sold.

EFG Asset Management (Americas) first reported a position in VFH in Q4 2014 and held it in 2 quarters. The position peaked at $14K in Q1 2015. 128 funds tracked by Wall St. Rank hold VFH as of Q2 2015.

  • EFG Asset Management (Americas) reported no remaining Vanguard Financials ETF position as of Q2 2015 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 275 Vanguard Financials ETF shares in Q2 2015, an estimated $14K.
  • EFG Asset Management (Americas) first reported a position in Vanguard Financials ETF in Q4 2014 and held it in 2 quarters.
  • EFG Asset Management (Americas)'s Vanguard Financials ETF position peaked at $14K in Q1 2015.
  • 128 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2015.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2015, filed 13 Aug 2015.