JPTCCM
VPU

J.P. Turner & Co Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

J.P. Turner & Co Capital Management’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,611
Closed -$267K – 227
2014
Q4 		$267K Buy
+2,611
New +$256K 0.26% 126

Other funds holding VPU

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FMI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J.P. Turner & Co Capital Management's VPU Position: Q1 2015 in Review

J.P. Turner & Co Capital Management sold out of Vanguard Utilities ETF (VPU) in Q1 2015, closing a stake of 2,611 shares — an estimated $267K sold.

J.P. Turner & Co Capital Management first reported a position in VPU in Q4 2014 and held it in 1 quarter. The position peaked at $267K in Q4 2014. 136 funds tracked by Wall St. Rank hold VPU as of Q1 2015.

  • J.P. Turner & Co Capital Management reported no remaining Vanguard Utilities ETF position as of Q1 2015 after selling out during the quarter.
  • J.P. Turner & Co Capital Management sold 2,611 Vanguard Utilities ETF shares in Q1 2015, an estimated $267K.
  • J.P. Turner & Co Capital Management first reported a position in Vanguard Utilities ETF in Q4 2014 and held it in 1 quarter.
  • J.P. Turner & Co Capital Management's Vanguard Utilities ETF position peaked at $267K in Q4 2014.
  • 136 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q1 2015, filed 14 May 2015.