Independent Portfolio Consultants’s Vector Group Ltd. VGR Stock Holding History

Independent Portfolio Consultants’s Portfolio VGR Stock Details VGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-37,627	Closed	-$524K	–	917
2016 Q4	$524K	Buy	37,627 +1,110	+3%	+$14.4K	0.17%	209
2016 Q3	$482K	Buy	36,517 +8,847	+32%	+$115K	0.15%	239
2016 Q2	$362K	Sell	27,670 -52,571	-66%	-$661K	0.11%	254
2016 Q1	$1.07M	Buy	80,241 +24,448	+44%	+$326K	0.3%	106
2015 Q4	$768K	Sell	55,793 -29,525	-35%	-$413K	0.23%	134
2015 Q3	$1.13M	Buy	85,318 +2,043	+2%	+$27.6K	0.24%	122
2015 Q2	$1.09M	Buy	83,275 +5,111	+7%	+$63.6K	0.22%	155
2015 Q1	$954K	Buy	+78,164	New	+$967K	0.2%	157

Other funds holding VGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Independent Portfolio Consultants's VGR Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Vector Group Ltd. (VGR) in Q1 2017, closing a stake of 37,627 shares — an estimated $524K sold.

Independent Portfolio Consultants first reported a position in VGR in Q1 2015 and held it in 8 quarters. The position peaked at $1.13M in Q3 2015. 211 funds tracked by Wall St. Rank hold VGR as of Q1 2017.

Independent Portfolio Consultants reported no remaining Vector Group Ltd. position as of Q1 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 37,627 Vector Group Ltd. shares in Q1 2017, an estimated $524K.
Independent Portfolio Consultants first reported a position in Vector Group Ltd. in Q1 2015 and held it in 8 quarters.
Independent Portfolio Consultants's Vector Group Ltd. position peaked at $1.13M in Q3 2015.
211 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.