FDx Advisors’s Vanguard Industrials ETF VIS Stock Holding History

FDx Advisors’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-8,278	Closed	-$1.11M	–	1309
2017 Q3	$1.11M	Buy	8,278 +376	+5%	+$48.7K	0.03%	491
2017 Q2	$1.01M	Buy	7,902 +15	+0.2%	+$1.89K	0.03%	511
2017 Q1	$976K	Buy	7,887 +1,069	+16%	+$132K	0.03%	533
2016 Q4	$813K	Buy	+6,818	New	+$783K	0.02%	588

Other funds holding VIS

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

FDx Advisors's VIS Position: Q4 2017 in Review

FDx Advisors sold out of Vanguard Industrials ETF (VIS) in Q4 2017, closing a stake of 8,278 shares — an estimated $1.11M sold.

FDx Advisors first reported a position in VIS in Q4 2016 and held it in 4 quarters. The position peaked at $1.11M in Q3 2017. 194 funds tracked by Wall St. Rank hold VIS as of Q4 2017.

FDx Advisors reported no remaining Vanguard Industrials ETF position as of Q4 2017 after selling out during the quarter.
FDx Advisors sold 8,278 Vanguard Industrials ETF shares in Q4 2017, an estimated $1.11M.
FDx Advisors first reported a position in Vanguard Industrials ETF in Q4 2016 and held it in 4 quarters.
FDx Advisors's Vanguard Industrials ETF position peaked at $1.11M in Q3 2017.
194 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2017.

Based on FDx Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.