HCM
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HM Capital Management’s Vanguard Financials ETF VFH Stock Holding History

HM Capital Management’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
2019
Q1 		– Sell
-18,058
Closed -$1.07M – 37
2018
Q4 		$1.07M Buy
18,058
+1,002
+6% +$65K 0.92% 14
2018
Q3 		$1.18M Buy
17,056
+1,081
+7% +$76.4K 0.9% 15
2018
Q2 		$1.08M Buy
15,975
+665
+4% +$46.4K 0.83% 18
2018
Q1 		$1.06M Sell
15,310
-382
-2% -$27.5K 0.85% 19
2017
Q4 		$1.1M Buy
15,692
+232
+2% +$15.7K 0.9% 19
2017
Q3 		$1.01M Sell
15,460
-11
-0.1% -$694 0.89% 18
2017
Q2 		$968K Buy
+15,471
New +$934K 0.9% 17

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HM Capital Management's VFH Position: Q1 2019 in Review

HM Capital Management sold out of Vanguard Financials ETF (VFH) in Q1 2019, closing a stake of 18,058 shares — an estimated $1.07M sold.

HM Capital Management first reported a position in VFH in Q2 2017 and held it in 7 quarters. The position peaked at $1.18M in Q3 2018. 376 funds tracked by Wall St. Rank hold VFH as of Q1 2019.

  • HM Capital Management reported no remaining Vanguard Financials ETF position as of Q1 2019 after selling out during the quarter.
  • HM Capital Management sold 18,058 Vanguard Financials ETF shares in Q1 2019, an estimated $1.07M.
  • HM Capital Management first reported a position in Vanguard Financials ETF in Q2 2017 and held it in 7 quarters.
  • HM Capital Management's Vanguard Financials ETF position peaked at $1.18M in Q3 2018.
  • 376 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2019.

Based on HM Capital Management's 13F filing for Q1 2019, filed 29 Apr 2019.