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Logan Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Logan Capital Management’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
2020
Q1 		– Sell
-3,000
Closed -$244K – 320
2019
Q4 		$244K Hold
3,000
– – 0.01% 283
2019
Q3 		$234K Hold
3,000
– – 0.01% 284
2019
Q2 		$255K Hold
3,000
– – 0.02% 279
2019
Q1 		$268K Hold
3,000
– – 0.02% 277
2018
Q4 		$231K Buy
+3,000
New +$275K 0.02% 268

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Logan Capital Management's VDE Position: Q1 2020 in Review

Logan Capital Management sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 3,000 shares — an estimated $244K sold.

Logan Capital Management first reported a position in VDE in Q4 2018 and held it in 5 quarters. The position peaked at $268K in Q1 2019. 285 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

  • Logan Capital Management reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Logan Capital Management sold 3,000 Vanguard Energy ETF shares in Q1 2020, an estimated $244K.
  • Logan Capital Management first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 5 quarters.
  • Logan Capital Management's Vanguard Energy ETF position peaked at $268K in Q1 2019.
  • 285 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Logan Capital Management's 13F filing for Q1 2020, filed 14 May 2020.