Estate Counselors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Estate Counselors’s Portfolio VDC Stock Details VDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-15,000	Closed	-$2.01M	–	67
2016 Q4	$2.01M	Hold	15,000	–	–	0.56%	46
2016 Q3	$2.05M	Hold	15,000	–	–	0.8%	35
2016 Q2	$2.12M	Hold	15,000	–	–	0.84%	32
2016 Q1	$2.03M	Sell	15,000 -13,850	-48%	-$1.79M	0.89%	31
2015 Q4	$3.72M	Hold	28,850	–	–	1.52%	20
2015 Q3	$3.49M	Sell	28,850 -9,000	-24%	-$1.14M	1.41%	21
2015 Q2	$4.73M	Hold	37,850	–	–	1.64%	22
2015 Q1	$4.81M	Sell	37,850 -44,000	-54%	-$5.57M	1.71%	21
2014 Q4	$10.3M	Hold	81,850	–	–	3.63%	12
2014 Q3	$9.62M	Hold	81,850	–	–	3.71%	12
2014 Q2	$9.48M	Hold	81,850	–	–	3.62%	12
2014 Q1	$9.07M	Buy	81,850 +7,600	+10%	+$817K	3.64%	12
2013 Q4	$8.17M	Sell	74,250 -3,340	-4%	-$365K	3.63%	12
2013 Q3	$8.04M	Hold	77,590	–	–	3.72%	11
2013 Q2	$7.95M	Buy	+77,590	New	+$8.02M	4.02%	10

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Estate Counselors's VDC Position: Q1 2017 in Review

Estate Counselors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2017, closing a stake of 15,000 shares — an estimated $2.01M sold.

Estate Counselors first reported a position in VDC in Q2 2013 and held it in 15 quarters. The position peaked at $10.3M in Q4 2014. 209 funds tracked by Wall St. Rank hold VDC as of Q1 2017.

Estate Counselors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2017 after selling out during the quarter.
Estate Counselors sold 15,000 Vanguard Consumer Staples ETF shares in Q1 2017, an estimated $2.01M.
Estate Counselors first reported a position in Vanguard Consumer Staples ETF in Q2 2013 and held it in 15 quarters.
Estate Counselors's Vanguard Consumer Staples ETF position peaked at $10.3M in Q4 2014.
209 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2017.

Based on Estate Counselors's 13F filing for Q1 2017, filed 8 May 2017.