HL Financial Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

HL Financial Services’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
2018 Q4	–	Sell	-1,172	Closed	-$211K	–	783
2018 Q3	$211K	Buy	+1,172	New	+$207K	﹤0.01%	715
2018 Q2	–	Sell	-1,480	Closed	-$235K	–	709
2018 Q1	$235K	Buy	+1,480	New	+$242K	﹤0.01%	638
2017 Q4	–	Sell	-1,667	Closed	-$239K	–	700
2017 Q3	$239K	Buy	+1,667	New	+$237K	﹤0.01%	616
2015 Q3	–	Sell	-2,582	Closed	-$321K	–	675
2015 Q2	$321K	Hold	2,582	–	–	0.01%	545
2015 Q1	$316K	Buy	2,582 +215	+9%	+$25.6K	0.01%	557
2014 Q4	$277K	Hold	2,367	–	–	0.01%	570
2014 Q3	$257K	Buy	+2,367	New	+$260K	0.01%	590

Other funds holding VCR

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HL Financial Services's VCR Position: Q4 2018 in Review

HL Financial Services sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2018, closing a stake of 1,172 shares — an estimated $211K sold.

HL Financial Services first reported a position in VCR in Q3 2014 and held it in 7 quarters. The position peaked at $321K in Q2 2015. 248 funds tracked by Wall St. Rank hold VCR as of Q4 2018.

HL Financial Services reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2018 after selling out during the quarter.
HL Financial Services sold 1,172 Vanguard Consumer Discretionary ETF shares in Q4 2018, an estimated $211K.
HL Financial Services first reported a position in Vanguard Consumer Discretionary ETF in Q3 2014 and held it in 7 quarters.
HL Financial Services's Vanguard Consumer Discretionary ETF position peaked at $321K in Q2 2015.
248 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2018.

Based on HL Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.