MHI
VPU

Miller Howard Investments’s Vanguard Utilities ETF VPU Stock Holding History

Miller Howard Investments’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
2018
Q1 		– Sell
-14,028
Closed -$1.64M – 185
2017
Q4 		$1.64M Buy
14,028
+11,454
+445% +$1.38M 0.04% 152
2017
Q3 		$301K Sell
2,574
-1,167
-31% -$138K 0.01% 176
2017
Q2 		$427K Sell
3,741
-456
-11% -$52.6K 0.01% 173
2017
Q1 		$473K Sell
4,197
-11,882
-74% -$1.31M 0.01% 170
2016
Q4 		$1.72M Buy
+16,079
New +$1.68M 0.03% 147

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Miller Howard Investments's VPU Position: Q1 2018 in Review

Miller Howard Investments sold out of Vanguard Utilities ETF (VPU) in Q1 2018, closing a stake of 14,028 shares — an estimated $1.64M sold.

Miller Howard Investments first reported a position in VPU in Q4 2016 and held it in 5 quarters. The position peaked at $1.72M in Q4 2016. 219 funds tracked by Wall St. Rank hold VPU as of Q1 2018.

  • Miller Howard Investments reported no remaining Vanguard Utilities ETF position as of Q1 2018 after selling out during the quarter.
  • Miller Howard Investments sold 14,028 Vanguard Utilities ETF shares in Q1 2018, an estimated $1.64M.
  • Miller Howard Investments first reported a position in Vanguard Utilities ETF in Q4 2016 and held it in 5 quarters.
  • Miller Howard Investments's Vanguard Utilities ETF position peaked at $1.72M in Q4 2016.
  • 219 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2018.

Based on Miller Howard Investments's 13F filing for Q1 2018, filed 23 Apr 2018.