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Fusion Investment Group’s Vanguard Financials ETF VFH Stock Holding History

Fusion Investment Group’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
2014
Q1 		– Sell
-13,746
Closed -$611K – 248
2013
Q4 		$611K Buy
+13,746
New +$589K 0.45% 56

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fusion Investment Group's VFH Position: Q1 2014 in Review

Fusion Investment Group sold out of Vanguard Financials ETF (VFH) in Q1 2014, closing a stake of 13,746 shares — an estimated $611K sold.

Fusion Investment Group first reported a position in VFH in Q4 2013 and held it in 1 quarter. The position peaked at $611K in Q4 2013. 98 funds tracked by Wall St. Rank hold VFH as of Q1 2014.

  • Fusion Investment Group reported no remaining Vanguard Financials ETF position as of Q1 2014 after selling out during the quarter.
  • Fusion Investment Group sold 13,746 Vanguard Financials ETF shares in Q1 2014, an estimated $611K.
  • Fusion Investment Group first reported a position in Vanguard Financials ETF in Q4 2013 and held it in 1 quarter.
  • Fusion Investment Group's Vanguard Financials ETF position peaked at $611K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2014.

Based on Fusion Investment Group's 13F filing for Q1 2014, filed 13 May 2014.