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FinTrust Investment Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

FinTrust Investment Advisory Services’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$304K Hold
2,066
– – 0.28% 73
2017
Q4 		$305K Hold
2,066
– – 0.27% 80
2017
Q3 		$292K Buy
+2,066
New +$282K 0.28% 84

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FinTrust Investment Advisory Services's VB Position: Q1 2018 in Review

FinTrust Investment Advisory Services held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2018 at 2,066 shares worth $304K. The position accounts for 0.28% of the portfolio, ranked #73.

FinTrust Investment Advisory Services first reported a position in VB in Q3 2017 and has held it in 3 quarters since. The position peaked at $305K in Q4 2017. 808 funds tracked by Wall St. Rank hold VB as of Q1 2018.

  • FinTrust Investment Advisory Services held 2,066 shares of Vanguard Morningstar Small-Cap ETF worth $304K as of Q1 2018.
  • FinTrust Investment Advisory Services left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2018.
  • Vanguard Morningstar Small-Cap ETF made up 0.28% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #73 holding.
  • FinTrust Investment Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2017 and has held it in 3 quarters since.
  • FinTrust Investment Advisory Services's Vanguard Morningstar Small-Cap ETF position peaked at $305K in Q4 2017.
  • 808 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.