Klingman & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Klingman & Associates’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-837	Closed	-$111K	–	312
2016 Q3	$111K	Hold	837	–	–	0.03%	130
2016 Q2	$109K	Hold	837	–	–	0.04%	131
2016 Q1	$103K	Hold	837	–	–	0.04%	137
2015 Q4	$111K	Hold	837	–	–	0.04%	147
2015 Q3	$102K	Hold	837	–	–	0.04%	159
2015 Q2	$117K	Hold	837	–	–	0.05%	124
2015 Q1	$113K	Buy	+837	New	+$110K	0.05%	120

Other funds holding VHT

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

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

BCMIO

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Klingman & Associates's VHT Position: Q4 2016 in Review

Klingman & Associates sold out of Vanguard Health Care ETF (VHT) in Q4 2016, closing a stake of 837 shares — an estimated $111K sold.

Klingman & Associates first reported a position in VHT in Q1 2015 and held it in 7 quarters. The position peaked at $117K in Q2 2015. 287 funds tracked by Wall St. Rank hold VHT as of Q4 2016.

Klingman & Associates reported no remaining Vanguard Health Care ETF position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 837 Vanguard Health Care ETF shares in Q4 2016, an estimated $111K.
Klingman & Associates first reported a position in Vanguard Health Care ETF in Q1 2015 and held it in 7 quarters.
Klingman & Associates's Vanguard Health Care ETF position peaked at $117K in Q2 2015.
287 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.