FinTrust Investment Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

FinTrust Investment Advisory Services’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$275K	Buy	1,138 +100	+10%	+$25.1K	0.25%	82
2017 Q4	$255K	Hold	1,038	–	–	0.22%	92
2017 Q3	$240K	Buy	+1,038	New	+$235K	0.23%	93

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

FinTrust Investment Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 9.6% in Q1 2018, buying an estimated $25.1K and bringing the position to 1,138 shares worth $275K. The position accounts for 0.25% of the portfolio, ranked #82.

FinTrust Investment Advisory Services first reported a position in VOO in Q3 2017 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold VOO as of Q1 2018.

FinTrust Investment Advisory Services held 1,138 shares of Vanguard S&P 500 ETF worth $275K as of Q1 2018.
FinTrust Investment Advisory Services bought 100 Vanguard S&P 500 ETF shares in Q1 2018, an estimated $25.1K.
Vanguard S&P 500 ETF made up 0.25% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #82 holding.
FinTrust Investment Advisory Services first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 3 quarters since.
874 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2018.

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