MLFP
VPU

MPS Loria Financial Planners’s Vanguard Utilities ETF VPU Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-149
Closed -$18K – 333
2017
Q2 		$18K Buy
+149
New +$17.2K 0.01% 243

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MPS Loria Financial Planners's VPU Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Vanguard Utilities ETF (VPU) in Q3 2017, closing a stake of 149 shares — an estimated $18K sold.

MPS Loria Financial Planners first reported a position in VPU in Q2 2017 and held it in 1 quarter. The position peaked at $18K in Q2 2017. 188 funds tracked by Wall St. Rank hold VPU as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Vanguard Utilities ETF position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 149 Vanguard Utilities ETF shares in Q3 2017, an estimated $18K.
  • MPS Loria Financial Planners first reported a position in Vanguard Utilities ETF in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Vanguard Utilities ETF position peaked at $18K in Q2 2017.
  • 188 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.