Estate Counselors’s Vanguard Utilities ETF VPU Stock Holding History

Estate Counselors’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
2017 Q1	–	Sell	-4,500	Closed	-$482K	–	69
2016 Q4	$482K	Buy	4,500 +430	+11%	+$45K	0.13%	64
2016 Q3	$435K	Hold	4,070	–	–	0.17%	46
2016 Q2	$466K	Hold	4,070	–	–	0.19%	47
2016 Q1	$438K	Sell	4,070 -7,400	-65%	-$739K	0.19%	46
2015 Q4	$1.08M	Buy	11,470 +2,700	+31%	+$253K	0.44%	41
2015 Q3	$815K	Hold	8,770	–	–	0.33%	42
2015 Q2	$788K	Hold	8,770	–	–	0.27%	40
2015 Q1	$850K	Hold	8,770	–	–	0.3%	41
2014 Q4	$898K	Sell	8,770 -700	-7%	-$68.7K	0.32%	38
2014 Q3	$865K	Hold	9,470	–	–	0.33%	35
2014 Q2	$916K	Hold	9,470	–	–	0.35%	35
2014 Q1	$857K	Hold	9,470	–	–	0.34%	35
2013 Q4	$789K	Sell	9,470 -5,100	-35%	-$426K	0.35%	35
2013 Q3	$1.19M	Hold	14,570	–	–	0.55%	31
2013 Q2	$1.19M	Buy	+14,570	New	+$1.24M	0.6%	31

Other funds holding VPU

BCMIO

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Bank of America 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Estate Counselors's VPU Position: Q1 2017 in Review

Estate Counselors sold out of Vanguard Utilities ETF (VPU) in Q1 2017, closing a stake of 4,500 shares — an estimated $482K sold.

Estate Counselors first reported a position in VPU in Q2 2013 and held it in 15 quarters. The position peaked at $1.19M in Q2 2013. 172 funds tracked by Wall St. Rank hold VPU as of Q1 2017.

Estate Counselors reported no remaining Vanguard Utilities ETF position as of Q1 2017 after selling out during the quarter.
Estate Counselors sold 4,500 Vanguard Utilities ETF shares in Q1 2017, an estimated $482K.
Estate Counselors first reported a position in Vanguard Utilities ETF in Q2 2013 and held it in 15 quarters.
Estate Counselors's Vanguard Utilities ETF position peaked at $1.19M in Q2 2013.
172 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2017.

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