Franklin, Parlapiano, Turner & Welch’s Vanguard Energy ETF VDE Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
2017 Q2	–	Sell	-886	Closed	-$86K	–	108
2017 Q1	$86K	Sell	886 -770	-46%	-$77K	0.04%	63
2016 Q4	$173K	Hold	1,656	–	–	0.09%	48
2016 Q3	$162K	Buy	1,656 +626	+61%	+$59.4K	0.08%	47
2016 Q2	$98K	Buy	1,030 +770	+296%	+$70.8K	0.05%	54
2016 Q1	$22K	Hold	260	–	–	0.01%	87
2015 Q4	$22K	Hold	260	–	–	0.01%	90
2015 Q3	$22K	Buy	+260	New	+$24.7K	0.01%	74

Other funds holding VDE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's VDE Position: Q2 2017 in Review

Franklin, Parlapiano, Turner & Welch sold out of Vanguard Energy ETF (VDE) in Q2 2017, closing a stake of 886 shares — an estimated $86K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in VDE in Q3 2015 and held it in 7 quarters. The position peaked at $173K in Q4 2016. 257 funds tracked by Wall St. Rank hold VDE as of Q2 2017.

Franklin, Parlapiano, Turner & Welch reported no remaining Vanguard Energy ETF position as of Q2 2017 after selling out during the quarter.
Franklin, Parlapiano, Turner & Welch sold 886 Vanguard Energy ETF shares in Q2 2017, an estimated $86K.
Franklin, Parlapiano, Turner & Welch first reported a position in Vanguard Energy ETF in Q3 2015 and held it in 7 quarters.
Franklin, Parlapiano, Turner & Welch's Vanguard Energy ETF position peaked at $173K in Q4 2016.
257 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2017.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2017, filed 17 Jul 2017.