M&R Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

M&R Capital Management’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 Q3	–	Sell	-55	Closed	-$7K	–	573
2016 Q2	$7K	Buy	+55	New	+$7.06K	﹤0.01%	450

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&R Capital Management's VHT Position: Q3 2016 in Review

M&R Capital Management sold out of Vanguard Health Care ETF (VHT) in Q3 2016, closing a stake of 55 shares — an estimated $7K sold.

M&R Capital Management first reported a position in VHT in Q2 2016 and held it in 1 quarter. The position peaked at $7K in Q2 2016. 259 funds tracked by Wall St. Rank hold VHT as of Q3 2016.

M&R Capital Management reported no remaining Vanguard Health Care ETF position as of Q3 2016 after selling out during the quarter.
M&R Capital Management sold 55 Vanguard Health Care ETF shares in Q3 2016, an estimated $7K.
M&R Capital Management first reported a position in Vanguard Health Care ETF in Q2 2016 and held it in 1 quarter.
M&R Capital Management's Vanguard Health Care ETF position peaked at $7K in Q2 2016.
259 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2016.

Based on M&R Capital Management's 13F filing for Q3 2016, filed 15 Nov 2016.