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Fiduciary Trust International of Pennsylvania’s Vanguard Financials ETF VFH Stock Holding History

Fiduciary Trust International of Pennsylvania’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-20,428
Closed -$1.83M – 384
2019
Q1 		$1.83M Sell
20,428
-517
-2% -$33.5K 0.08% 167
2018
Q4 		$1.62M Buy
20,945
+4,512
+27% +$293K 0.08% 159
2018
Q3 		$1.4M Buy
+16,433
New +$1.16M 0.06% 207

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's VFH Position: Q2 2019 in Review

Fiduciary Trust International of Pennsylvania sold out of Vanguard Financials ETF (VFH) in Q2 2019, closing a stake of 20,428 shares — an estimated $1.83M sold.

Fiduciary Trust International of Pennsylvania first reported a position in VFH in Q3 2018 and held it in 3 quarters. The position peaked at $1.83M in Q1 2019. 364 funds tracked by Wall St. Rank hold VFH as of Q2 2019.

  • Fiduciary Trust International of Pennsylvania reported no remaining Vanguard Financials ETF position as of Q2 2019 after selling out during the quarter.
  • Fiduciary Trust International of Pennsylvania sold 20,428 Vanguard Financials ETF shares in Q2 2019, an estimated $1.83M.
  • Fiduciary Trust International of Pennsylvania first reported a position in Vanguard Financials ETF in Q3 2018 and held it in 3 quarters.
  • Fiduciary Trust International of Pennsylvania's Vanguard Financials ETF position peaked at $1.83M in Q1 2019.
  • 364 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2019.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q2 2019, filed 10 Jul 2019.