J.P. Turner & Co Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

J.P. Turner & Co Capital Management’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$282K	Sell	2,298 -68	-3%	-$9.33K	0.29%	118
2015 Q2	$330K	Buy	2,366 +86	+4%	+$11.9K	0.26%	134
2015 Q1	$310K	Sell	2,280 -195	-8%	-$25.7K	0.29%	115
2014 Q4	$312K	Buy	+2,475	New	+$304K	0.3%	112

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

J.P. Turner & Co Capital Management's VHT Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its Vanguard Health Care ETF (VHT) stake by 2.9% in Q3 2015, selling an estimated $9.33K and leaving 2,298 shares worth $282K. The position accounts for 0.29% of the portfolio, ranked #118.

J.P. Turner & Co Capital Management first reported a position in VHT in Q4 2014 and has held it in 4 quarters since. The position peaked at $330K in Q2 2015. 229 funds tracked by Wall St. Rank hold VHT as of Q3 2015.

J.P. Turner & Co Capital Management held 2,298 shares of Vanguard Health Care ETF worth $282K as of Q3 2015.
J.P. Turner & Co Capital Management sold 68 Vanguard Health Care ETF shares in Q3 2015, an estimated $9.33K.
Vanguard Health Care ETF made up 0.29% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #118 holding.
J.P. Turner & Co Capital Management first reported a position in Vanguard Health Care ETF in Q4 2014 and has held it in 4 quarters since.
J.P. Turner & Co Capital Management's Vanguard Health Care ETF position peaked at $330K in Q2 2015.
229 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.