MFIMFI
VPU

Mesirow Financial Investment Management - Fixed Income’s Vanguard Utilities ETF VPU Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2014
Q2 		– Sell
-4,614
Closed -$418K – 203
2014
Q1 		$418K Buy
+4,614
New +$398K 0.1% 146

Other funds holding VPU

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCMD
Cypress Capital Management (Delaware) Greenville, Delaware $539M AUM 11.57% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's VPU Position: Q2 2014 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Vanguard Utilities ETF (VPU) in Q2 2014, closing a stake of 4,614 shares — an estimated $418K sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in VPU in Q1 2014 and held it in 1 quarter. The position peaked at $418K in Q1 2014. 119 funds tracked by Wall St. Rank hold VPU as of Q2 2014.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining Vanguard Utilities ETF position as of Q2 2014 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 4,614 Vanguard Utilities ETF shares in Q2 2014, an estimated $418K.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in Vanguard Utilities ETF in Q1 2014 and held it in 1 quarter.
  • Mesirow Financial Investment Management - Fixed Income's Vanguard Utilities ETF position peaked at $418K in Q1 2014.
  • 119 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2014.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q2 2014, filed 1 Aug 2014.