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Financial Management Professionals’s Vanguard Industrials ETF VIS Stock Holding History

Financial Management Professionals’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
Q3 		– Sell
-33,188
Closed -$4.26M – 269
2017
Q2 		$4.26M Buy
+33,188
New +$4.19M 1.93% 14

Other funds holding VIS

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Management Professionals's VIS Position: Q3 2017 in Review

Financial Management Professionals sold out of Vanguard Industrials ETF (VIS) in Q3 2017, closing a stake of 33,188 shares — an estimated $4.26M sold.

Financial Management Professionals first reported a position in VIS in Q2 2017 and held it in 1 quarter. The position peaked at $4.26M in Q2 2017. 163 funds tracked by Wall St. Rank hold VIS as of Q3 2017.

  • Financial Management Professionals reported no remaining Vanguard Industrials ETF position as of Q3 2017 after selling out during the quarter.
  • Financial Management Professionals sold 33,188 Vanguard Industrials ETF shares in Q3 2017, an estimated $4.26M.
  • Financial Management Professionals first reported a position in Vanguard Industrials ETF in Q2 2017 and held it in 1 quarter.
  • Financial Management Professionals's Vanguard Industrials ETF position peaked at $4.26M in Q2 2017.
  • 163 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2017.

Based on Financial Management Professionals's 13F filing for Q3 2017, filed 19 Oct 2017.