KFP
VPU

Keystone Financial Planning’s Vanguard Utilities ETF VPU Stock Holding History

Keystone Financial Planning’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
Q1 		– Sell
-365
Closed -$30K – 84
2013
Q4 		$30K Buy
+365
New +$30.5K 0.02% 68

Other funds holding VPU

FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
CCMD
Cypress Capital Management (Delaware) Greenville, Delaware $539M AUM 11.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Keystone Financial Planning's VPU Position: Q1 2014 in Review

Keystone Financial Planning sold out of Vanguard Utilities ETF (VPU) in Q1 2014, closing a stake of 365 shares — an estimated $30K sold.

Keystone Financial Planning first reported a position in VPU in Q4 2013 and held it in 1 quarter. The position peaked at $30K in Q4 2013. 118 funds tracked by Wall St. Rank hold VPU as of Q1 2014.

  • Keystone Financial Planning reported no remaining Vanguard Utilities ETF position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 365 Vanguard Utilities ETF shares in Q1 2014, an estimated $30K.
  • Keystone Financial Planning first reported a position in Vanguard Utilities ETF in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's Vanguard Utilities ETF position peaked at $30K in Q4 2013.
  • 118 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.