MYCIO Wealth Partners’s Vanguard Industrials ETF VIS Stock Holding History

MYCIO Wealth Partners’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-158	Closed	-$24K	–	379
2019 Q4	$24K	Hold	158	–	–	﹤0.01%	424
2019 Q3	$23K	Hold	158	–	–	﹤0.01%	402
2019 Q2	$23K	Buy	+158	New	+$22.5K	﹤0.01%	369
2015 Q2	–	Sell	-726	Closed	-$78K	–	733
2015 Q1	$78K	Hold	726	–	–	0.02%	241
2014 Q4	$78K	Buy	726 +11	+2%	+$1.15K	0.02%	223
2014 Q3	$73K	Hold	715	–	–	0.02%	218
2014 Q2	$75K	Buy	715 +133	+23%	+$13.6K	0.02%	224
2014 Q1	$59K	Buy	582 +204	+54%	+$20.1K	0.01%	240
2013 Q4	$38K	Buy	+378	New	+$35.8K	0.01%	280

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

MYCIO Wealth Partners's VIS Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Industrials ETF (VIS) in Q1 2020, closing a stake of 158 shares — an estimated $24K sold.

MYCIO Wealth Partners first reported a position in VIS in Q4 2013 and held it in 9 quarters. The position peaked at $78K in Q1 2015. 225 funds tracked by Wall St. Rank hold VIS as of Q1 2020.

MYCIO Wealth Partners reported no remaining Vanguard Industrials ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 158 Vanguard Industrials ETF shares in Q1 2020, an estimated $24K.
MYCIO Wealth Partners first reported a position in Vanguard Industrials ETF in Q4 2013 and held it in 9 quarters.
MYCIO Wealth Partners's Vanguard Industrials ETF position peaked at $78K in Q1 2015.
225 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.