FIM
VPU

Fernwood Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Fernwood Investment Management’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
2019
Q4 		– Sell
-1,466
Closed -$211K – 192
2019
Q3 		$211K Buy
+1,466
New +$201K 0.1% 170

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Bank of America
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
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Northwestern Mutual Wealth Management
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Ameriprise
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Fernwood Investment Management's VPU Position: Q4 2019 in Review

Fernwood Investment Management sold out of Vanguard Utilities ETF (VPU) in Q4 2019, closing a stake of 1,466 shares — an estimated $211K sold.

Fernwood Investment Management first reported a position in VPU in Q3 2019 and held it in 1 quarter. The position peaked at $211K in Q3 2019. 339 funds tracked by Wall St. Rank hold VPU as of Q4 2019.

  • Fernwood Investment Management reported no remaining Vanguard Utilities ETF position as of Q4 2019 after selling out during the quarter.
  • Fernwood Investment Management sold 1,466 Vanguard Utilities ETF shares in Q4 2019, an estimated $211K.
  • Fernwood Investment Management first reported a position in Vanguard Utilities ETF in Q3 2019 and held it in 1 quarter.
  • Fernwood Investment Management's Vanguard Utilities ETF position peaked at $211K in Q3 2019.
  • 339 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2019.

Based on Fernwood Investment Management's 13F filing for Q4 2019, filed 10 Feb 2020.