KCPG
VPU

Kavar Capital Partners Group’s Vanguard Utilities ETF VPU Stock Holding History

Kavar Capital Partners Group’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
2014
Q2 		– Sell
-205
Closed -$18K – 435
2014
Q1 		$18K Buy
205
+2
+1% +$173 0.01% 268
2013
Q4 		$16K Buy
+203
New +$17K 0.01% 263

Other funds holding VPU

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCMD
Cypress Capital Management (Delaware) Greenville, Delaware $539M AUM 11.57% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Kavar Capital Partners Group's VPU Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of Vanguard Utilities ETF (VPU) in Q2 2014, closing a stake of 205 shares — an estimated $18K sold.

Kavar Capital Partners Group first reported a position in VPU in Q4 2013 and held it in 2 quarters. The position peaked at $18K in Q1 2014. 119 funds tracked by Wall St. Rank hold VPU as of Q2 2014.

  • Kavar Capital Partners Group reported no remaining Vanguard Utilities ETF position as of Q2 2014 after selling out during the quarter.
  • Kavar Capital Partners Group sold 205 Vanguard Utilities ETF shares in Q2 2014, an estimated $18K.
  • Kavar Capital Partners Group first reported a position in Vanguard Utilities ETF in Q4 2013 and held it in 2 quarters.
  • Kavar Capital Partners Group's Vanguard Utilities ETF position peaked at $18K in Q1 2014.
  • 119 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.