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Independence Trust’s Vanguard Financials ETF VFH Stock Holding History

Independence Trust’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
2017
Q1 		– Sell
-5,323
Closed -$316K – 85
2016
Q4 		$316K Buy
+5,323
New +$291K 0.43% 51

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independence Trust's VFH Position: Q1 2017 in Review

Independence Trust sold out of Vanguard Financials ETF (VFH) in Q1 2017, closing a stake of 5,323 shares — an estimated $316K sold.

Independence Trust first reported a position in VFH in Q4 2016 and held it in 1 quarter. The position peaked at $316K in Q4 2016. 243 funds tracked by Wall St. Rank hold VFH as of Q1 2017.

  • Independence Trust reported no remaining Vanguard Financials ETF position as of Q1 2017 after selling out during the quarter.
  • Independence Trust sold 5,323 Vanguard Financials ETF shares in Q1 2017, an estimated $316K.
  • Independence Trust first reported a position in Vanguard Financials ETF in Q4 2016 and held it in 1 quarter.
  • Independence Trust's Vanguard Financials ETF position peaked at $316K in Q4 2016.
  • 243 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2017.

Based on Independence Trust's 13F filing for Q1 2017, filed 9 May 2017.