KKAMG
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Kernodle & Katon Asset Management Group’s Vanguard Energy ETF VDE Stock Holding History

Kernodle & Katon Asset Management Group’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
2017
Q1 		$9K Hold
90
– – 0.01% 237
2016
Q4 		$9K Hold
90
– – 0.01% 227
2016
Q3 		$9K Hold
90
– – 0.01% 260
2016
Q2 		$9K Hold
90
– – 0.01% 219
2016
Q1 		$8K Hold
90
– – 0.01% 227
2015
Q4 		$7K Buy
+90
New +$8.21K 0.01% 226

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Kernodle & Katon Asset Management Group's VDE Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its Vanguard Energy ETF (VDE) position steady in Q1 2017 at 90 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #237.

Kernodle & Katon Asset Management Group first reported a position in VDE in Q4 2015 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold VDE as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 90 shares of Vanguard Energy ETF worth $9K as of Q1 2017.
  • Kernodle & Katon Asset Management Group left its Vanguard Energy ETF share count unchanged in Q1 2017.
  • Vanguard Energy ETF made up 0.01% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #237 holding.
  • Kernodle & Katon Asset Management Group first reported a position in Vanguard Energy ETF in Q4 2015 and has held it in 6 quarters since.
  • 263 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.