EFG Asset Management (Americas)’s Vanguard Health Care ETF VHT Stock Holding History

EFG Asset Management (Americas)’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
2015 Q2	–	Sell	-50	Closed	-$7K	–	147
2015 Q1	$7K	Sell	50 -50	-50%	-$6.59K	0.01%	139
2014 Q4	$13K	Buy	+100	New	+$12.3K	0.01%	189

Other funds holding VHT

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

EFG Asset Management (Americas) sold out of Vanguard Health Care ETF (VHT) in Q2 2015, closing a stake of 50 shares — an estimated $7K sold.

EFG Asset Management (Americas) first reported a position in VHT in Q4 2014 and held it in 2 quarters. The position peaked at $13K in Q4 2014. 232 funds tracked by Wall St. Rank hold VHT as of Q2 2015.

EFG Asset Management (Americas) reported no remaining Vanguard Health Care ETF position as of Q2 2015 after selling out during the quarter.
EFG Asset Management (Americas) sold 50 Vanguard Health Care ETF shares in Q2 2015, an estimated $7K.
EFG Asset Management (Americas) first reported a position in Vanguard Health Care ETF in Q4 2014 and held it in 2 quarters.
EFG Asset Management (Americas)'s Vanguard Health Care ETF position peaked at $13K in Q4 2014.
232 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2015.

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