HIS
VPU

Harvest Investment Services’s Vanguard Utilities ETF VPU Stock Holding History

Harvest Investment Services’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,679
Closed -$239K – 168
2019
Q4 		$239K Buy
+1,679
New +$236K 0.13% 141
2019
Q3 		– Hold
0
– – – 141

Other funds holding VPU

BCMIO
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harvest Investment Services's VPU Position: Q1 2020 in Review

Harvest Investment Services sold out of Vanguard Utilities ETF (VPU) in Q1 2020, closing a stake of 1,679 shares — an estimated $239K sold.

Harvest Investment Services first reported a position in VPU in Q4 2019 and held it in 1 quarter. The position peaked at $239K in Q4 2019. 336 funds tracked by Wall St. Rank hold VPU as of Q1 2020.

  • Harvest Investment Services reported no remaining Vanguard Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • Harvest Investment Services sold 1,679 Vanguard Utilities ETF shares in Q1 2020, an estimated $239K.
  • Harvest Investment Services first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 1 quarter.
  • Harvest Investment Services's Vanguard Utilities ETF position peaked at $239K in Q4 2019.
  • 336 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2020.

Based on Harvest Investment Services's 13F filing for Q1 2020, filed 21 Apr 2020.