Mariner Independent Advisor Network’s Vanguard Energy ETF VDE Stock Holding History

Mariner Independent Advisor Network’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
2018 Q2	–	Sell	-10,119	Closed	-$934K	–	304
2018 Q1	$934K	Sell	10,119 -226	-2%	-$21.9K	0.06%	223
2017 Q4	$1.02M	Buy	+10,345	New	+$973K	0.11%	178
2017 Q3	–	Sell	-45,802	Closed	-$4.05M	–	198
2017 Q2	$4.05M	Buy	45,802 +39,740	+656%	+$3.67M	0.58%	56
2017 Q1	$586K	Sell	6,062 -36,809	-86%	-$3.68M	0.07%	144
2016 Q4	$4.49M	Buy	+42,871	New	+$4.29M	0.73%	42
2015 Q1	–	Sell	-2,033	Closed	-$227K	–	159
2014 Q4	$227K	Buy	+2,033	New	+$242K	0.11%	151

Other funds holding VDE

BCMIO

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Mariner Independent Advisor Network's VDE Position: Q2 2018 in Review

Mariner Independent Advisor Network sold out of Vanguard Energy ETF (VDE) in Q2 2018, closing a stake of 10,119 shares — an estimated $934K sold.

Mariner Independent Advisor Network first reported a position in VDE in Q4 2014 and held it in 6 quarters. The position peaked at $4.49M in Q4 2016. 334 funds tracked by Wall St. Rank hold VDE as of Q2 2018.

Mariner Independent Advisor Network reported no remaining Vanguard Energy ETF position as of Q2 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,119 Vanguard Energy ETF shares in Q2 2018, an estimated $934K.
Mariner Independent Advisor Network first reported a position in Vanguard Energy ETF in Q4 2014 and held it in 6 quarters.
Mariner Independent Advisor Network's Vanguard Energy ETF position peaked at $4.49M in Q4 2016.
334 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2018, filed 17 Sep 2018.