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Ipswich Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Ipswich Investment Management’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-262
Closed -$20K – 374
2018
Q4 		$20K Buy
+262
New +$24K 0.01% 330

Other funds holding VDE

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ipswich Investment Management's VDE Position: Q1 2019 in Review

Ipswich Investment Management sold out of Vanguard Energy ETF (VDE) in Q1 2019, closing a stake of 262 shares — an estimated $20K sold.

Ipswich Investment Management first reported a position in VDE in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 331 funds tracked by Wall St. Rank hold VDE as of Q1 2019.

  • Ipswich Investment Management reported no remaining Vanguard Energy ETF position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 262 Vanguard Energy ETF shares in Q1 2019, an estimated $20K.
  • Ipswich Investment Management first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's Vanguard Energy ETF position peaked at $20K in Q4 2018.
  • 331 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.