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JT Stratford LLC’s Vanguard Consumer Staples ETF VDC Stock Holding History

JT Stratford LLC’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,447
Closed -$204K – 116
2017
Q2 		$204K Sell
1,447
-80
-5% -$11.4K 0.14% 100
2017
Q1 		$215K Buy
+1,527
New +$212K 0.16% 99

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JT Stratford LLC's VDC Position: Q3 2017 in Review

JT Stratford LLC sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2017, closing a stake of 1,447 shares — an estimated $204K sold.

JT Stratford LLC first reported a position in VDC in Q1 2017 and held it in 2 quarters. The position peaked at $215K in Q1 2017. 225 funds tracked by Wall St. Rank hold VDC as of Q3 2017.

  • JT Stratford LLC reported no remaining Vanguard Consumer Staples ETF position as of Q3 2017 after selling out during the quarter.
  • JT Stratford LLC sold 1,447 Vanguard Consumer Staples ETF shares in Q3 2017, an estimated $204K.
  • JT Stratford LLC first reported a position in Vanguard Consumer Staples ETF in Q1 2017 and held it in 2 quarters.
  • JT Stratford LLC's Vanguard Consumer Staples ETF position peaked at $215K in Q1 2017.
  • 225 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2017.

Based on JT Stratford LLC's 13F filing for Q3 2017, filed 14 Nov 2017.