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Institute for Wealth Management’s VF Corp VFC Stock Holding History

Institute for Wealth Management’s Portfolio VFC Stock Details VFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,746
Closed -$240K – 473
2019
Q2 		$240K Sell
2,746
-170
-6% -$14.6K 0.05% 400
2019
Q1 		$239K Buy
+2,916
New +$227K 0.05% 378
2018
Q1 		– Sell
-3,046
Closed -$212K – 396
2017
Q4 		$212K Buy
+3,046
New +$201K 0.05% 350

Other funds holding VFC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Institute for Wealth Management's VFC Position: Q3 2019 in Review

Institute for Wealth Management sold out of VF Corp (VFC) in Q3 2019, closing a stake of 2,746 shares — an estimated $240K sold.

Institute for Wealth Management first reported a position in VFC in Q4 2017 and held it in 3 quarters. The position peaked at $240K in Q2 2019. 943 funds tracked by Wall St. Rank hold VFC as of Q3 2019.

  • Institute for Wealth Management reported no remaining VF Corp position as of Q3 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 2,746 VF Corp shares in Q3 2019, an estimated $240K.
  • Institute for Wealth Management first reported a position in VF Corp in Q4 2017 and held it in 3 quarters.
  • Institute for Wealth Management's VF Corp position peaked at $240K in Q2 2019.
  • 943 funds tracked by Wall St. Rank held VF Corp as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.