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EOCM
Energy Opportunities Capital Management’s
Vanguard Total World Stock ETF
VT
Stock Holding History
Energy Opportunities Capital Management’s Portfolio
VT Stock Details
VT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q3
–
Sell
-57,330
Closed
-$3.53M
–
49
2015
Q2
$3.53M
Hold
57,330
–
–
0.83%
35
2015
Q1
$3.53M
Hold
57,330
–
–
0.83%
31
2014
Q4
$3.45M
Hold
57,330
–
–
0.85%
27
2014
Q3
$3.46M
Buy
+57,330
New
+$3.55M
0.69%
30
Other funds holding VT
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BM
Brandywine Managers
Hockessin, Delaware
$170M AUM
10.01%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
WRTC
Wind River Trust Company
Jackson, Wyoming
$265M AUM
17.63%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
S
SignatureFD
Atlanta, Georgia
$6.53B AUM
20.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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