IFC Holdings’s Vanguard Financials ETF VFH Stock Holding History

IFC Holdings’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
2018 Q1	–	Sell	-10,856	Closed	-$760K	–	401
2017 Q4	$760K	Buy	10,856 +957	+10%	+$64.9K	0.05%	243
2017 Q3	$645K	Sell	9,899 -355	-3%	-$22.4K	0.05%	263
2017 Q2	$641K	Sell	10,254 -985	-9%	-$59.5K	0.05%	253
2017 Q1	$681K	Buy	11,239 +2,576	+30%	+$157K	0.06%	210
2016 Q4	$516K	Buy	+8,663	New	+$473K	0.05%	225

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

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

IFC Holdings's VFH Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard Financials ETF (VFH) in Q1 2018, closing a stake of 10,856 shares — an estimated $760K sold.

IFC Holdings first reported a position in VFH in Q4 2016 and held it in 5 quarters. The position peaked at $760K in Q4 2017. 357 funds tracked by Wall St. Rank hold VFH as of Q1 2018.

IFC Holdings reported no remaining Vanguard Financials ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 10,856 Vanguard Financials ETF shares in Q1 2018, an estimated $760K.
IFC Holdings first reported a position in Vanguard Financials ETF in Q4 2016 and held it in 5 quarters.
IFC Holdings's Vanguard Financials ETF position peaked at $760K in Q4 2017.
357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.