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FinTrust Investment Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

FinTrust Investment Advisory Services’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
2018
Q1 		$248K Buy
2,680
+250
+10% +$24.2K 0.23% 91
2017
Q4 		$240K Hold
2,430
– – 0.21% 96
2017
Q3 		$227K Buy
+2,430
New +$216K 0.22% 98

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W
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

FinTrust Investment Advisory Services increased its Vanguard Energy ETF (VDE) stake by 10% in Q1 2018, buying an estimated $24.2K and bringing the position to 2,680 shares worth $248K. The position accounts for 0.23% of the portfolio, ranked #91.

FinTrust Investment Advisory Services first reported a position in VDE in Q3 2017 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold VDE as of Q1 2018.

  • FinTrust Investment Advisory Services held 2,680 shares of Vanguard Energy ETF worth $248K as of Q1 2018.
  • FinTrust Investment Advisory Services bought 250 Vanguard Energy ETF shares in Q1 2018, an estimated $24.2K.
  • Vanguard Energy ETF made up 0.23% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #91 holding.
  • FinTrust Investment Advisory Services first reported a position in Vanguard Energy ETF in Q3 2017 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2018.

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