FMLI
VDE icon

Fukoku Mutual Life Insurance’s Vanguard Energy ETF VDE Stock Holding History

Fukoku Mutual Life Insurance’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
2015
Q3 		– Sell
-4,800
Closed -$513K – 343
2015
Q2 		$513K Sell
4,800
-55,000
-92% -$6.19M 0.08% 104
2015
Q1 		$6.54M Buy
59,800
+52,800
+754% +$5.77M 1.07% 35
2014
Q4 		$781K Sell
7,000
-24,400
-78% -$2.91M 0.14% 75
2014
Q3 		$4.12M Buy
+31,400
New +$4.38M 0.76% 35

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Fukoku Mutual Life Insurance's VDE Position: Q3 2015 in Review

Fukoku Mutual Life Insurance sold out of Vanguard Energy ETF (VDE) in Q3 2015, closing a stake of 4,800 shares — an estimated $513K sold.

Fukoku Mutual Life Insurance first reported a position in VDE in Q3 2014 and held it in 4 quarters. The position peaked at $6.54M in Q1 2015. 186 funds tracked by Wall St. Rank hold VDE as of Q3 2015.

  • Fukoku Mutual Life Insurance reported no remaining Vanguard Energy ETF position as of Q3 2015 after selling out during the quarter.
  • Fukoku Mutual Life Insurance sold 4,800 Vanguard Energy ETF shares in Q3 2015, an estimated $513K.
  • Fukoku Mutual Life Insurance first reported a position in Vanguard Energy ETF in Q3 2014 and held it in 4 quarters.
  • Fukoku Mutual Life Insurance's Vanguard Energy ETF position peaked at $6.54M in Q1 2015.
  • 186 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2015.

Based on Fukoku Mutual Life Insurance's 13F filing for Q3 2015, filed 12 Nov 2015.