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Midwest Professional Planners Ltd (MPPL)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-56
Closed -$3K – 286
2018
Q2 		$3K Hold
56
– – ﹤0.01% 295
2018
Q1 		$3K Buy
56
+4
+8% +$207 ﹤0.01% 290
2017
Q4 		$3K Buy
+52
New +$2.74K ﹤0.01% 311

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s VMBS Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2018, closing a stake of 56 shares — an estimated $3K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in VMBS in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 244 funds tracked by Wall St. Rank hold VMBS as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 56 Vanguard Mortgage-Backed Securities ETF shares in Q3 2018, an estimated $3K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Vanguard Mortgage-Backed Securities ETF position peaked at $3K in Q2 2018.
  • 244 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.