Financial Management Professionals’s Vanguard Utilities ETF VPU Stock Holding History

Financial Management Professionals’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
2017 Q1	–	Sell	-38	Closed	-$4K	–	315
2016 Q4	$4K	Hold	38	–	–	﹤0.01%	218
2016 Q3	$4K	Hold	38	–	–	﹤0.01%	242
2016 Q2	$4K	Hold	38	–	–	﹤0.01%	334
2016 Q1	$4K	Hold	38	–	–	﹤0.01%	202
2015 Q4	$3K	Hold	38	–	–	﹤0.01%	205
2015 Q3	$4K	Hold	38	–	–	﹤0.01%	218
2015 Q2	$3K	Hold	38	–	–	﹤0.01%	227
2015 Q1	$4K	Hold	38	–	–	﹤0.01%	235
2014 Q4	$4K	Hold	38	–	–	﹤0.01%	253
2014 Q3	$3K	Hold	38	–	–	﹤0.01%	218
2014 Q2	$3K	Hold	38	–	–	﹤0.01%	220
2014 Q1	$3K	Hold	38	–	–	﹤0.01%	221
2013 Q4	$3K	Hold	38	–	–	﹤0.01%	232
2013 Q3	$3K	Hold	38	–	–	﹤0.01%	230
2013 Q2	$3K	Buy	+38	New	+$3.23K	﹤0.01%	224

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Financial Management Professionals's VPU Position: Q1 2017 in Review

Financial Management Professionals sold out of Vanguard Utilities ETF (VPU) in Q1 2017, closing a stake of 38 shares — an estimated $4K sold.

Financial Management Professionals first reported a position in VPU in Q2 2013 and held it in 15 quarters. The position peaked at $4K in Q4 2016. 172 funds tracked by Wall St. Rank hold VPU as of Q1 2017.

Financial Management Professionals reported no remaining Vanguard Utilities ETF position as of Q1 2017 after selling out during the quarter.
Financial Management Professionals sold 38 Vanguard Utilities ETF shares in Q1 2017, an estimated $4K.
Financial Management Professionals first reported a position in Vanguard Utilities ETF in Q2 2013 and held it in 15 quarters.
Financial Management Professionals's Vanguard Utilities ETF position peaked at $4K in Q4 2016.
172 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2017.

Based on Financial Management Professionals's 13F filing for Q1 2017, filed 18 Apr 2017.