FIAS
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FinTrust Investment Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

FinTrust Investment Advisory Services’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$326K Hold
4,698
– – 0.3% 67
2017
Q4 		$329K Hold
4,698
– – 0.29% 73
2017
Q3 		$307K Buy
+4,698
New +$296K 0.29% 79

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

FinTrust Investment Advisory Services held its Vanguard Financials ETF (VFH) position steady in Q1 2018 at 4,698 shares worth $326K. The position accounts for 0.3% of the portfolio, ranked #67.

FinTrust Investment Advisory Services first reported a position in VFH in Q3 2017 and has held it in 3 quarters since. The position peaked at $329K in Q4 2017. 357 funds tracked by Wall St. Rank hold VFH as of Q1 2018.

  • FinTrust Investment Advisory Services held 4,698 shares of Vanguard Financials ETF worth $326K as of Q1 2018.
  • FinTrust Investment Advisory Services left its Vanguard Financials ETF share count unchanged in Q1 2018.
  • Vanguard Financials ETF made up 0.3% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #67 holding.
  • FinTrust Investment Advisory Services first reported a position in Vanguard Financials ETF in Q3 2017 and has held it in 3 quarters since.
  • FinTrust Investment Advisory Services's Vanguard Financials ETF position peaked at $329K in Q4 2017.
  • 357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2018.

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