JIR
VQT

James Investment Research’s iPath S&P VEQTOR ETN VQT Stock Holding History

James Investment Research’s Portfolio VQT Stock Details VQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-210
Closed -$29K – 563
2013
Q3 		$29K Buy
+210
New +$29.7K ﹤0.01% 400

Other funds holding VQT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

James Investment Research's VQT Position: Q4 2013 in Review

James Investment Research sold out of iPath S&P VEQTOR ETN (VQT) in Q4 2013, closing a stake of 210 shares — an estimated $29K sold.

James Investment Research first reported a position in VQT in Q3 2013 and held it in 1 quarter. The position peaked at $29K in Q3 2013. 32 funds tracked by Wall St. Rank hold VQT as of Q4 2013.

  • James Investment Research reported no remaining iPath S&P VEQTOR ETN position as of Q4 2013 after selling out during the quarter.
  • James Investment Research sold 210 iPath S&P VEQTOR ETN shares in Q4 2013, an estimated $29K.
  • James Investment Research first reported a position in iPath S&P VEQTOR ETN in Q3 2013 and held it in 1 quarter.
  • James Investment Research's iPath S&P VEQTOR ETN position peaked at $29K in Q3 2013.
  • 32 funds tracked by Wall St. Rank held iPath S&P VEQTOR ETN as of Q4 2013.

Based on James Investment Research's 13F filing for Q4 2013, filed 23 Jan 2014.