MIM
VPU

Marco Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Marco Investment Management’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
2015
Q3 		– Sell
-2,566
Closed -$231K – 192
2015
Q2 		$231K Hold
2,566
– – 0.04% 180
2015
Q1 		$249K Hold
2,566
– – 0.04% 174
2014
Q4 		$263K Hold
2,566
– – 0.03% 166
2014
Q3 		$234K Hold
2,566
– – 0.03% 172
2014
Q2 		$248K Hold
2,566
– – 0.05% 167
2014
Q1 		$232K Buy
+2,566
New +$221K 0.05% 168

Other funds holding VPU

FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Marco Investment Management's VPU Position: Q3 2015 in Review

Marco Investment Management sold out of Vanguard Utilities ETF (VPU) in Q3 2015, closing a stake of 2,566 shares — an estimated $231K sold.

Marco Investment Management first reported a position in VPU in Q1 2014 and held it in 6 quarters. The position peaked at $263K in Q4 2014. 134 funds tracked by Wall St. Rank hold VPU as of Q3 2015.

  • Marco Investment Management reported no remaining Vanguard Utilities ETF position as of Q3 2015 after selling out during the quarter.
  • Marco Investment Management sold 2,566 Vanguard Utilities ETF shares in Q3 2015, an estimated $231K.
  • Marco Investment Management first reported a position in Vanguard Utilities ETF in Q1 2014 and held it in 6 quarters.
  • Marco Investment Management's Vanguard Utilities ETF position peaked at $263K in Q4 2014.
  • 134 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2015.

Based on Marco Investment Management's 13F filing for Q3 2015, filed 13 Nov 2015.