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Frontier Investment Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Frontier Investment Management’s Portfolio VCR Stock Details VCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-19,920
Closed -$2.11M – 173
2014
Q1 		$2.11M Buy
19,920
+770
+4% +$81.5K 0.37% 52
2013
Q4 		$2.07M Sell
19,150
-845
-4% -$87.4K 0.39% 47
2013
Q3 		$1.98M Buy
+19,995
New +$1.92M 0.36% 49

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Frontier Investment Management's VCR Position: Q2 2014 in Review

Frontier Investment Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2014, closing a stake of 19,920 shares — an estimated $2.11M sold.

Frontier Investment Management first reported a position in VCR in Q3 2013 and held it in 3 quarters. The position peaked at $2.11M in Q1 2014. 86 funds tracked by Wall St. Rank hold VCR as of Q2 2014.

  • Frontier Investment Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2014 after selling out during the quarter.
  • Frontier Investment Management sold 19,920 Vanguard Consumer Discretionary ETF shares in Q2 2014, an estimated $2.11M.
  • Frontier Investment Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2013 and held it in 3 quarters.
  • Frontier Investment Management's Vanguard Consumer Discretionary ETF position peaked at $2.11M in Q1 2014.
  • 86 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2014.

Based on Frontier Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.