FCI
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Financial Counselors Inc’s Vanguard Energy ETF VDE Stock Holding History

Financial Counselors Inc’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,434
Closed -$464K – 520
2016
Q4 		$464K Buy
+4,434
New +$443K 0.02% 337
2016
Q2 		$1.16M Sell
12,209
-275
-2% -$25.3K 0.07% 241
2016
Q1 		$1.07M Buy
+12,484
New +$1,000K 0.07% 248

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Financial Counselors Inc's VDE Position: Q1 2017 in Review

Financial Counselors Inc sold out of Vanguard Energy ETF (VDE) in Q1 2017, closing a stake of 4,434 shares — an estimated $464K sold.

Financial Counselors Inc first reported a position in VDE in Q1 2016 and held it in 3 quarters. The position peaked at $1.16M in Q2 2016. 263 funds tracked by Wall St. Rank hold VDE as of Q1 2017.

  • Financial Counselors Inc reported no remaining Vanguard Energy ETF position as of Q1 2017 after selling out during the quarter.
  • Financial Counselors Inc sold 4,434 Vanguard Energy ETF shares in Q1 2017, an estimated $464K.
  • Financial Counselors Inc first reported a position in Vanguard Energy ETF in Q1 2016 and held it in 3 quarters.
  • Financial Counselors Inc's Vanguard Energy ETF position peaked at $1.16M in Q2 2016.
  • 263 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2017.

Based on Financial Counselors Inc's 13F filing for Q1 2017, filed 12 May 2017.