Kathryn A. Hall’s Vanguard Energy ETF VDE Stock Holding History

Kathryn A. Hall’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
2018 Q1	–	Sell	-4,616	Closed	-$457K	–	7
2017 Q4	$457K	Sell	4,616 -8,000	-63%	-$752K	0.38%	5
2017 Q3	$1.18M	Sell	12,616 -2,750	-18%	-$244K	1.15%	2
2017 Q2	$1.36M	Hold	15,366	–	–	1.72%	2
2017 Q1	$1.49M	Hold	15,366	–	–	1.71%	2
2016 Q4	$1.61M	Buy	+15,366	New	+$1.54M	1.92%	3

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Kathryn A. Hall's VDE Position: Q1 2018 in Review

Kathryn A. Hall sold out of Vanguard Energy ETF (VDE) in Q1 2018, closing a stake of 4,616 shares — an estimated $457K sold.

Kathryn A. Hall first reported a position in VDE in Q4 2016 and held it in 5 quarters. The position peaked at $1.61M in Q4 2016. 324 funds tracked by Wall St. Rank hold VDE as of Q1 2018.

Kathryn A. Hall reported no remaining Vanguard Energy ETF position as of Q1 2018 after selling out during the quarter.
Kathryn A. Hall sold 4,616 Vanguard Energy ETF shares in Q1 2018, an estimated $457K.
Kathryn A. Hall first reported a position in Vanguard Energy ETF in Q4 2016 and held it in 5 quarters.
Kathryn A. Hall's Vanguard Energy ETF position peaked at $1.61M in Q4 2016.
324 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2018.

Based on Kathryn A. Hall's 13F filing for Q1 2018, filed 15 May 2018.